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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1051
Coppell Advisory Solutions
Texas
$5.23K +$5.34K +112 New
WBC
1052
West Branch Capital
Massachusetts
$5.22K – – –
PP
1053
PFS Partners
New Jersey
$4.97K +$48 +1 +1%
CFFP
1054
Center for Financial Planning
Michigan
$4.7K – – –
CHA
1055
Carmichael Hill & Associates
Maryland
$4.7K +$4.77K +100 New
AWM
1056
AllSquare Wealth Management
New York
$4.6K – – –
CWM
1057
CarsonAllaria Wealth Management
Illinois
$3.73K +$48 +1 +1%
CCA
1058
Column Capital Advisors
Indiana
$3.67K – – –
HWA
1059
HHM Wealth Advisors
Tennessee
$3.62K – – –
CWC
1060
Carolinas Wealth Consulting
North Carolina
$3.52K -$572 -12 -14%
ECM
1061
Estabrook Capital Management
New York
$3.38K – – –
CCM
1062
Copeland Capital Management
Pennsylvania
$3.24K – – –
TFM
1063
TFC Financial Management
Massachusetts
$2.64K -$48 -1 -2%
CWA
1064
Clearview Wealth Advisors
Oregon
$2.4K +$1.43K +30 +143%
IBOK
1065
Independence Bank of Kentucky
Kentucky
$2.4K +$2.43K +51 New
HIA
1066
Harbor Investment Advisory
Maryland
$2.02K – – –
M
1067
MOTCO
Texas
$1.97K +$2K +42 New
CP
1068
Castleview Partners
Texas
$1.69K -$48 -1 -3%
KFS
1069
Kelly Financial Services
Massachusetts
$1.65K – – –
JGIA
1070
Jackson Grant Investment Advisers
Connecticut
$1.27K – – –
LF
1071
Lee Financial
Texas
$1.13K – – –
NC
1072
NewSquare Capital
Pennsylvania
$1.13K – – –
HWP
1073
Highline Wealth Partners
California
$1.08K – – –
CIR
1074
Clear Investment Research
Georgia
$1.08K +$286 +6 +35%
BWM
1075
Baystate Wealth Management
Massachusetts
$1.05K – – –