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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$5K
HWM
1002
HighMark Wealth Management
Minnesota
$4.74K
TJHA
1003
Thomas J. Herzfeld Advisors
Florida
$4.74K
PP
1004
PFS Partners
New Jersey
$4.12K
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
$4.11K
AWM
1006
Avior Wealth Management
Nebraska
$3.79K
BWL
1007
Bogart Wealth LLC
Virginia
$3.79K
WWP
1008
WR Wealth Planners
Missouri
$3.48K +$3.74K +11 New
TWM
1009
Tradition Wealth Management
Minnesota
$3K
T
1010
TOBAM
France
$3K +$3.4K +10 New
PWMG
1011
Prestige Wealth Management Group
New Jersey
$2.85K
SIC
1012
SJS Investment Consulting
Ohio
$2.53K -$1.02K -3 -27%
APC
1013
Aspire Private Capital
North Carolina
$2.53K
CTA
1014
Colonial Trust Advisors
South Carolina
$2.53K
IBOK
1015
Independence Bank of Kentucky
Kentucky
$2.53K
PCTC
1016
Perkins Coie Trust Company
Washington
$2.21K +$2.38K +7 New
TCA
1017
Trifecta Capital Advisors
Illinois
$1.9K
GI
1018
Gradient Investments
Minnesota
$1.9K -$2.04K -6 -50%
CCA
1019
Column Capital Advisors
Indiana
$1.9K
HWP
1020
Highline Wealth Partners
California
$1.9K
WT
1021
Washington Trust
Rhode Island
$1.58K -$340 -1 -17%
WWM
1022
Wolff Wiese Magana
California
$1.58K
GJIA
1023
Glass Jacobson Investment Advisors
Maryland
$1.26K
GFPC
1024
Global Financial Private Client
Florida
$1.26K
BAM
1025
Bellevue Asset Management
Washington
$1.26K -$340 -1 -20%