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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
351
HB Wealth Management
Georgia
$92.8K +$101K +13,358 New
SAI
352
Savvy Advisors Inc
New York
$92.7K +$101K +13,340 New
I
353
INVST
Indiana
$92.1K +$787 +104 +0.8%
TA
354
TruWealth Advisors
Louisiana
$91.8K +$100K +13,214 New
CIA
355
Concurrent Investment Advisors
Florida
$91.7K +$99.9K +13,198 New
SWP
356
Stratos Wealth Partners
Ohio
$91.6K -$7.3K -965 -7%
FFG
357
Fortem Financial Group
California
$91.4K +$3.78K +500 +4%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$90.5K +$6.37K +841 +7%
MFS
359
Mirabella Financial Services
United Kingdom
$89.7K -$7.74K -1,023 -7%
HM
360
Harvest Management
New York
$87.2K
CFG
361
Citizens Financial Group
Rhode Island
$84.6K +$11K +1,457 +14%
CWM
362
Cornerstone Wealth Management
Missouri
$84K -$3.03K -400 -3%
FCM
363
Fourpath Capital Management
Oklahoma
$83.4K
SAM
364
Smartleaf Asset Management
Massachusetts
$82.8K -$83.3K -11,003 -46%
BFG
365
Berger Financial Group
Minnesota
$80.8K +$88K +11,624 New
AFM
366
Armstrong Fleming & Moore
District of Columbia
$77.5K +$15 +2 +0%
TPI
367
Trust Point Inc
Wisconsin
$77.1K +$84K +11,095 New
WJWM
368
Williams Jones Wealth Management
New York
$76.6K
BJL
369
Brighton Jones LLC
Washington
$75.1K +$81.8K +10,804 New
WA
370
Wealth Alliance
New York
$74.7K -$43.6K -5,762 -35%
NP
371
NorthRock Partners
Minnesota
$73.2K +$272 +36 +0.3%
CFM
372
Catalyst Funds Management
Australia
$72.7K +$79.2K +10,459 New
SIC
373
SJS Investment Consulting
Ohio
$70.2K +$257 +34 +0.3%
AG
374
ASO Group
$70K
CF
375
Centaurus Financial
California
$70K +$75.9K +10,024 New