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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
801
IMG Wealth Management
Florida
$1.84K +$1.88K +29 New
TTIC
802
Tower Trust & Investment Company
Iowa
$1.84K -$3.25K -50 -63%
GTAM
803
Global Trust Asset Management
Florida
$1.72K – – –
IAG
804
Innovative Advisory Group
Massachusetts
$1.59K – – –
DF
805
Dunhill Financial
United Kingdom
$1.47K +$454 +7 +44%
HFS
806
Hughes Financial Services
Virginia
$1.46K -$65 -1 -4%
PWMG
807
Prestige Wealth Management Group
New Jersey
$1.46K – – –
PWA
808
Principia Wealth Advisory
Texas
$1.46K +$130 +2 +10%
YDMI
809
Y.D. More Investments
Israel
$1.45K +$471K +7,262 New
OCM
810
Osbon Capital Management
Massachusetts
$1.4K +$1.43K +22 New
AF
811
Aviso Financial
Ontario, Canada
$1.27K – – –
OCM
812
Orion Capital Management
California
$1.27K – – –
BHWM
813
Bay Harbor Wealth Management
Maryland
$1.14K +$260 +4 +29%
AP
814
Aspect Partners
Virginia
$1.08K – – –
FMP
815
Financial Management Professionals
Texas
$1.08K +$1.1K +17 New
ACA
816
Atlas Capital Advisors
Wyoming
$1.08K +$1.1K +17 New
AW
817
Avion Wealth
Texas
$1K -$519 -8 -31%
HWP
818
Highline Wealth Partners
California
$973 – – –
FC
819
Financial Consulate
Maryland
$952 – – –
PWMG
820
Private Wealth Management Group
New Jersey
$952 – – –
STB
821
S&T Bank
Pennsylvania
$952 – – –
TFM
822
TFC Financial Management
Massachusetts
$952 +$324 +5 +50%
ADL
823
Asset Dedication LLC
California
$889 – – –
WA
824
WPG Advisers
Maryland
$888 – – –
SS
825
SBI Securities
Japan
$762 -$195 -3 -20%