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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
3376
Hudson Edge Investment Partners
New Jersey
$26.3K – – –
NC
3377
NewSquare Capital
Pennsylvania
$26.3K +$25.9K +50 New
AS
3378
Altshuler Shaham
Israel
$25.8K -$1.55K -3 -6%
PWA
3379
Provenance Wealth Advisors
Florida
$24.2K – – –
RWM
3380
Ruedi Wealth Management
Illinois
$24.2K – – –
IIL
3381
Insight Inv LLC
California
$24.2K +$23.8K +46 New
AAMU
3382
AEGON Asset Management (UK)
United Kingdom
$23.7K +$23.3K +45 New
CWP
3383
Clark Wealth Partners
Illinois
$23.7K +$23.3K +45 New
CTWM
3384
Cherry Tree Wealth Management
Minnesota
$23.7K – – –
WIM
3385
Westside Investment Management
California
$23.2K – – –
KWAG
3386
Kiely Wealth Advisory Group
North Carolina
$22.6K – – –
RF
3387
Roxbury Financial
New Jersey
$20.4K +$19.7K +38 New
TC
3388
Tacita Capital
Ontario, Canada
$20K – – –
TPW
3389
Talon Private Wealth
Florida
$20K – – –
RF
3390
Robbins Farley
New Hampshire
$19K – – –
SWM
3391
Sanctuary Wealth Management
Idaho
$19K – – –
SIM
3392
Studio Investment Management
Illinois
$18.4K – – –
WCM
3393
Westend Capital Management
California
$18.4K – – –
WCM
3394
WealthTrak Capital Management
Virginia
$18.4K +$18.1K +35 New
NECFA
3395
New England Capital Financial Advisors
Connecticut
$18K – – –
VWM
3396
Vermillion Wealth Management
Minnesota
$18K +$17.6K +34 New
FWM
3397
FSA Wealth Management
Massachusetts
$16.9K -$39.9K -77 -71%
TH
3398
TCTC Holdings
Texas
$16.9K +$8.28K +16 +100%
TLA
3399
Tanglewood Legacy Advisors
Texas
$16.3K – – –
TAM
3400
Tucker Asset Management
Colorado
$15.8K +$5.7K +11 +58%