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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
CarsonAllaria Wealth Management
Illinois
$24K – – –
CM
877
Caption Management
Oklahoma
$23.5K -$273K -1,397 -92%
OSNBOA
878
Old Second National Bank of Aurora
Illinois
$23.5K – – –
OCM
879
Orion Capital Management
California
$23.5K – – –
VWM
880
Valley Wealth Managers
New Jersey
$23.5K – – –
MPWT
881
MassMutual Private Wealth & Trust
Connecticut
$23K +$11.3K +58 +105%
TFM
882
TFC Financial Management
Massachusetts
$22.8K +$22.1K +113 New
SBL
883
Sargent Bickham Lagudis
Colorado
$21.7K – – –
MA
884
MCF Advisors
Kentucky
$21.4K -$977 -5 -5%
SSG
885
Summit Securities Group
New York
$21K +$16.6K +85 +425%
HFS
886
Hantz Financial Services
Michigan
$21K +$18.2K +93 +1,033%
FMP
887
Financial Management Professionals
Texas
$20K – – –
SC
888
Seldon Capital
California
$19.5K – – –
BWA
889
BDO Wealth Advisors
Florida
$18.8K -$16K -82 -47%
BCPWM
890
Bradley & Co Private Wealth Management
Florida
$18.8K – – –
PAI
891
Pittenger & Anderson Inc
Nebraska
$18.4K – – –
WT
892
Washington Trust
Rhode Island
$17.2K – – –
NFSG
893
Newbridge Financial Services Group
Florida
$16.7K -$21.5K -110 -57%
DWP
894
Destiny Wealth Partners
Florida
$16.7K – – –
PGAM
895
Princeton Global Asset Management
New Jersey
$16K – – –
PWMG
896
Prestige Wealth Management Group
New Jersey
$15.8K +$1.56K +8 +11%
WA
897
Win Advisors
Florida
$15.5K +$15K +77 New
WTC
898
WhitTier Trust Company
Nevada
$15.3K – – –
MWM
899
MinichMacGregor Wealth Management
New York
$14.4K +$13.9K +71 New
CT
900
Caldwell Trust
Florida
$14.1K – – –