Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
Spire Wealth Management
Virginia
$4.01K – – –
KFI
702
Key Financial Inc
Pennsylvania
$3.84K +$3.22K +41 +683%
PWMG
703
Prestige Wealth Management Group
New Jersey
$3.68K – – –
QC
704
Quent Capital
New York
$3.43K – – –
PGAM
705
Princeton Global Asset Management
New Jersey
$3.19K – – –
S
706
Sachetta
Massachusetts
$3.19K +$79 +1 +3%
TCOV
707
Trust Company of Vermont
Vermont
$3.11K – – –
CFD
708
Creative Financial Designs
Indiana
$3.02K – – –
EA
709
Evolution Advisers
Virginia
$3K – – –
RCM
710
Raleigh Capital Management
North Carolina
$2.86K -$3.14K -40 -53%
AA
711
Ancora Advisors
Ohio
$2.86K – – –
BAM
712
Bellevue Asset Management
Washington
$2.7K – – –
LI
713
LRI Investments
Florida
$2.54K – – –
TWC
714
TD Waterhouse Canada
Ontario, Canada
$2.53K – – –
HCA
715
Heck Capital Advisors
Wisconsin
$2.45K +$2.36K +30 New
SS
716
SBI Securities
Japan
$2.37K +$2.28K +29 New
MSWM
717
Mowery & Schoenfeld Wealth Management
Illinois
$2.29K +$2.2K +28 New
DPW
718
DiNuzzo Private Wealth
Pennsylvania
$1.96K – – –
AP
719
Aspect Partners
Virginia
$1.88K +$236 +3 +15%
LFG
720
Larson Financial Group
Missouri
$1.8K -$56.2K -715 -97%
CSWM
721
Cassady Schiller Wealth Management
Ohio
$1.8K +$1.73K +22 New
AA
722
Addison Advisors
Vermont
$1.64K – – –
RWM
723
Raffa Wealth Management
District of Columbia
$1.64K – – –
CIAS
724
CBIZ Investment Advisory Services
Ohio
$1.55K – – –
SN
725
Sittner & Nelson
Oregon
$1.39K +$1.33K +17 New