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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HighMark Wealth Management
Minnesota
$3.6K – – –
JFG
702
JDM Financial Group
Texas
$3.4K – – –
CFS
703
CGC Financial Services
Oregon
$3.29K -$4.38K -33 -51%
CRI
704
Commonwealth Retirement Investments
Virginia
$3.29K +$4.25K +32 New
SSG
705
Summit Securities Group
New York
$2.99K +$1.06K +8 +38%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$2.99K +$1.46K +11 +61%
CCMI
707
Creative Capital Management Investments
California
$2.88K +$3.72K +28 New
PWMG
708
Prestige Wealth Management Group
New Jersey
$2.78K – – –
EWP
709
Elevation Wealth Partners
California
$2.78K +$2.13K +16 +145%
HC
710
Hurley Capital
New York
$2.57K – – –
MNA
711
Manning & Napier Advisors
New York
$2.51K +$3.32K +25 New
PWA
712
Physician Wealth Advisors
Utah
$2.47K +$2.52K +19 +380%
RF
713
Rossby Financial
Florida
$2.27K -$362K -2,726 -99%
BHWM
714
Bay Harbor Wealth Management
Maryland
$2.27K +$797 +6 +38%
PP
715
Pacifica Partners
Canada
$2.18K – – –
BIA
716
Bell Investment Advisors
California
$2.16K -$2.92K -22 -51%
WB
717
Webster Bank
Connecticut
$2.06K – – –
DF
718
Dunhill Financial
United Kingdom
$2.05K -$398 -3 -14%
SFS
719
Sunrise Financial Services
Washington
$1.96K – – –
MAM
720
Marquette Asset Management
Minnesota
$1.85K +$2.39K +18 New
AP
721
Aspect Partners
Virginia
$1.85K – – –
FDCP
722
Foster Dykema Cabot & Partners
Massachusetts
$1.85K – – –
HFS
723
Hughes Financial Services
Virginia
$1.75K -$99.6K -750 -98%
IAS
724
IMA Advisory Services
Colorado
$1.75K – – –
HIA
725
HFM Investment Advisors
New Jersey
$1.65K +$929 +7 +78%