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Name Holding Trade Value Shares
Change
Change in
Stake
FFL
1001
Financial Freedom LLC
Ohio
$5.13K +$5.28K +115 New
WBC
1002
West Branch Capital
Massachusetts
$4.95K – – –
PP
1003
PFS Partners
New Jersey
$4.66K – – –
MPCL
1004
My Personal CFO LLC
Washington
$4.59K +$4.73K +103 New
AWM
1005
AllSquare Wealth Management
New York
$4.46K – – –
CFFP
1006
Center for Financial Planning
Michigan
$4.46K – – –
YAL
1007
Your Advocates Ltd
Texas
$4.46K – – –
CWC
1008
Carolinas Wealth Consulting
North Carolina
$3.88K – – –
CCA
1009
Column Capital Advisors
Indiana
$3.48K – – –
HWA
1010
HHM Wealth Advisors
Tennessee
$3.43K – – –
ECM
1011
Estabrook Capital Management
New York
$3.21K – – –
CWM
1012
CarsonAllaria Wealth Management
Illinois
$3K – – –
CCM
1013
Copeland Capital Management
Pennsylvania
$3K – – –
KFP
1014
KB Financial Partners
New Jersey
$3K – – –
HIA
1015
Harbor Investment Advisory
Maryland
$2.9K – – –
WTA
1016
Washington Trust Advisors
Massachusetts
$2.85K -$597 -13 -17%
AWM
1017
Abound Wealth Management
Tennessee
$2.73K +$1.1K +24 +65%
CM
1018
Cornerstone Management
Georgia
$2.4K +$46 +1 +2%
LFA
1019
Legend Financial Advisors
Pennsylvania
$2.23K – – –
OIS
1020
Okabena Investment Services
Minnesota
$2.14K +$2.21K +48 New
TFM
1021
TFC Financial Management
Massachusetts
$2.11K – – –
TC
1022
Truvestments Capital
Florida
$1.83K +$1.88K +41 New
RA
1023
Rise Advisors
New York
$1.83K – – –
KFS
1024
Kelly Financial Services
Massachusetts
$1.56K – – –
LF
1025
Lee Financial
Texas
$1.34K – – –