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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1001
West Branch Capital
Massachusetts
$4.95K
PP
1002
PFS Partners
New Jersey
$4.66K
MPCL
1003
My Personal CFO LLC
Washington
$4.59K +$4.73K +103 New
AWM
1004
AllSquare Wealth Management
New York
$4.46K
CFFP
1005
Center for Financial Planning
Michigan
$4.46K
YAL
1006
Your Advocates Ltd
Texas
$4.46K
CWC
1007
Carolinas Wealth Consulting
North Carolina
$3.88K
CCA
1008
Column Capital Advisors
Indiana
$3.48K
HWA
1009
HHM Wealth Advisors
Tennessee
$3.43K
MYAM
1010
Meiji Yasuda Asset Management
Japan
$3.22K -$138K -3,000 -4%
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