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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
776
Golden State Equity Partners
California
$2.9K +$3.25K +48 New
SWP
777
Strategic Wealth Partners
Ohio
$2.84K – – –
SWM
778
Spire Wealth Management
Virginia
$2.66K -$185K -2,736 -98%
AW
779
Ankerstar Wealth
Texas
$2.66K – – –
BHWM
780
Bay Harbor Wealth Management
Maryland
$2.48K +$1.55K +23 +128%
HWP
781
Highline Wealth Partners
California
$2.44K +$1.69K +25 +167%
EP
782
Essential Partners
California
$2.42K -$2.43K -36 -47%
MEG
783
Millstone Evans Group
Colorado
$2.42K – – –
GCP
784
Gill Capital Partners
Colorado
$2.42K +$2.71K +40 New
BLC
785
Brown, Lisle/Cummings
Rhode Island
$2.35K +$2.64K +39 New
SIM
786
Synergy Investment Management
Florida
$2.29K +$2.57K +38 New
HPC
787
HM Payson & Co
Maine
$2.11K – – –
DPW
788
DiNuzzo Private Wealth
Pennsylvania
$2.11K +$338 +5 +17%
RWM
789
Raffa Wealth Management
District of Columbia
$2.05K +$270 +4 +13%
SSG
790
Summit Securities Group
New York
$1.99K -$18.6K -275 -89%
AWM
791
Abound Wealth Management
Tennessee
$1.94K – – –
ECM
792
Estabrook Capital Management
New York
$1.93K +$2.16K +32 New
CFD
793
Creative Financial Designs
Indiana
$1.81K – – –
CIAS
794
CBIZ Investment Advisory Services
Ohio
$1.75K -$1.69K -25 -46%
TTIC
795
Tower Trust & Investment Company
Iowa
$1.75K – – –
GTAM
796
Global Trust Asset Management
Florida
$1.65K – – –
AEPWM
797
Atlantic Edge Private Wealth Management
Florida
$1.51K -$5.41K -80 -76%
PWA
798
Principia Wealth Advisory
Texas
$1.51K +$135 +2 +9%
PMFA
799
Plante Moran Financial Advisors
Michigan
$1.45K -$49.1K -726 -97%
PWMG
800
Prestige Wealth Management Group
New Jersey
$1.39K – – –