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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
401
Focused Wealth Management
New York
$22K
IAS
402
IMA Advisory Services
Colorado
$20K
MGIM
403
M&G Investment Management
United Kingdom
$18.9K +$10.1M +181,208 +112%
BCA
404
Berman Capital Advisors
Georgia
$17K +$336 +6 +2%
WTC
405
WhitTier Trust Company
Nevada
$15K
HWA
406
Heritage Wealth Advisors
Virginia
$12.5K
IA
407
IFP Advisors
Florida
$12K +$10.4K +185 +881%
GWSG
408
GPS Wealth Strategies Group
Colorado
$11K
JCM
409
Jacobi Capital Management
Pennsylvania
$11K
KPCM
410
Kings Point Capital Management
New York
$11K
LFG
411
Larson Financial Group
Missouri
$11K
CFO
412
CVA Family Office
Colorado
$11K +$2.8K +50 +31%
PFBT
413
Parkside Financial Bank & Trust
Missouri
$10K +$224 +4 +2%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$10K +$1.62K +29 +19%
TWA
415
TCI Wealth Advisors
Arizona
$9K
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.73K +156 New
SIM
417
Sentry Investment Management
Wisconsin
$8K -$123K -2,205 -94%
CFGS
418
Concourse Financial Group Securities
Alabama
$8K
HI
419
Harbour Investments
Wisconsin
$7K
SWM
420
Sugarloaf Wealth Management
Georgia
$7K
QCG
421
Quadrant Capital Group
Ohio
$7K +$728 +13 +11%
WWM
422
Wolff Wiese Magana
California
$7K +$1.85K +33 +38%
RIM
423
Rockbridge Investment Management
New York
$6K
VCM
424
Versant Capital Management
Arizona
$6K
SSB
425
Sandy Spring Bank
Maryland
$6K +$5.99K +107 New