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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1051
Abound Wealth Management
Tennessee
$3.52K +$457 +10 +16%
Capstone Investment Advisors
1052
Capstone Investment Advisors
New York
$3.21K -$293K -6,403 -99%
WTA
1053
Washington Trust Advisors
Massachusetts
$3.16K – – –
CCM
1054
Copeland Capital Management
Pennsylvania
$3K – – –
TFM
1055
TFC Financial Management
Massachusetts
$2.83K +$457 +10 +21%
CM
1056
Cornerstone Management
Georgia
$2.67K – – –
LFA
1057
Legend Financial Advisors
Pennsylvania
$2.47K – – –
HIA
1058
Harbor Investment Advisory
Maryland
$2.12K -$1.01K -22 -34%
RA
1059
Rise Advisors
New York
$2.04K – – –
CP
1060
Castleview Partners
Texas
$1.83K +$1.69K +37 New
KFS
1061
Kelly Financial Services
Massachusetts
$1.73K – – –
JGIA
1062
Jackson Grant Investment Advisers
Connecticut
$1.33K +$1.23K +27 New
LF
1063
Lee Financial
Texas
$1.19K -$274 -6 -20%
NC
1064
NewSquare Capital
Pennsylvania
$1.19K +$549 +12 +100%
HWP
1065
Highline Wealth Partners
California
$1.14K – – –
BWM
1066
Baystate Wealth Management
Massachusetts
$1.09K -$15.4K -336 -94%
PMFA
1067
Plante Moran Financial Advisors
Michigan
$1.09K – – –
CWA
1068
Clearview Wealth Advisors
Oregon
$1.04K +$960 +21 New
BAM
1069
Baldrige Asset Management
Pennsylvania
$1K +$1.1K +24 New
NSG
1070
Nalls Sherbakoff Group
Tennessee
$884 +$823 +18 New
DWA
1071
Delos Wealth Advisors
Texas
$840 – – –
CIR
1072
Clear Investment Research
Georgia
$839 -$274 -6 -26%
DA
1073
Denali Advisors
California
$691 +$640 +14 New
WA
1074
WestEnd Advisors
North Carolina
$444 -$366 -8 Closed
TWP
1075
TFO Wealth Partners
Ohio
$296 +$229 +5 +500%