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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1001
REDW Wealth
New Mexico
$924K
PWMG
1002
Prestige Wealth Management Group
New Jersey
$921K +$47.7K +121 +6%
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
$917K +$394 +1 +0%
AWA
1004
Aaron Wealth Advisors
Illinois
$912K +$25.6K +65 +3%
DDC
1005
DF Dent & Co
Maryland
$902K +$866K +2,196 New
CS
1006
CapitalatWork SA
$901K
DTC
1007
Davidson Trust Company
Washington
$897K
CP
1008
Covenant Partners
Tennessee
$895K
PP
1009
PDS Planning
Ohio
$890K -$13K -33 -1%
OL
1010
Optas LLC
Texas
$887K +$394 +1 +0%
DCM
1011
Donaldson Capital Management
Indiana
$886K -$23.7K -60 -3%
PCM
1012
Pointe Capital Management
Michigan
$885K +$3.55K +9 +0.4%
EWA
1013
EverSource Wealth Advisors
Alabama
$883K +$27.2K +69 +3%
CFG
1014
Carr Financial Group
Massachusetts
$883K
LNB
1015
Ledyard National Bank
$883K +$139K +353 +20%
TCWM
1016
Total Clarity Wealth Management
Illinois
$882K -$17.4K -44 -2%
EWM
1017
Empirical Wealth Management
Washington
$876K -$289K -734 -26%
WHCI
1018
W.H. Cornerstone Investments
Massachusetts
$876K +$541K +1,372 +181%
IW
1019
Imprint Wealth
South Carolina
$874K +$22.5K +57 +3%
PEA
1020
Park Edge Advisors
Ohio
$872K +$495K +1,255 +145%
Wolverine Trading
1021
Wolverine Trading
Illinois
$871K +$177K +450 +27%
LWM
1022
Laidlaw Wealth Management
New York
$871K -$7.49K -19 -0.9%
SCI
1023
Stableford Capital II
Arizona
$868K -$23.3K -59 -3%
BHWM
1024
Bar Harbor Wealth Management
New Hampshire
$865K -$756K -1,917 -48%
TC
1025
TradeLink Capital
Illinois
$862K +$828K +2,100 New