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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
651
Cornerstone Planning Group
New Jersey
$6.08K -$565 -2 -8%
CAWM
652
Capital A Wealth Management
Pennsylvania
$6.05K +$7.34K +26 New
DWM
653
Darwin Wealth Management
Florida
$5.94K -$1.73M -6,136 -100%
Fuller & Thaler Asset Management
654
Fuller & Thaler Asset Management
California
$5.82K +$7.06K +25 New
MG
655
Mather Group
Illinois
$5.61K +$282 +1 +4%
BBHC
656
Brown Brothers Harriman & Co
New York
$5.36K -$7.91K -28 -55%
TCM
657
Tradewinds Capital Management
Washington
$5.36K +$6.5K +23 New
HNB
658
Huntington National Bank
Ohio
$5.35K -$52.5K -186 -89%
HWM
659
Hemington Wealth Management
Virginia
$5K +$3.11K +11 +100%
PWMG
660
Private Wealth Management Group
New Jersey
$4.66K – – –
FIA
661
FPC Investment Advisory
California
$4.37K +$4.52K +16 New
SIS
662
Sound Income Strategies
Florida
$4.19K – – –
CT
663
Colonial Trust
South Carolina
$3.96K +$3.95K +14 +467%
MCM
664
MV Capital Management
Maryland
$3.73K -$5.93K -21 -57%
S
665
Sachetta
Massachusetts
$3.73K – – –
TVWM
666
Tower View Wealth Management
Wisconsin
$3.49K – – –
GSWM
667
Golden State Wealth Management
California
$3.49K +$4.24K +15 New
WA
668
Whipplewood Advisors
Colorado
$3.26K +$3.95K +14 New
CFGS
669
Concourse Financial Group Securities
Alabama
$3.13K +$282 +1 +9%
WWP
670
WR Wealth Planners
Missouri
$3.03K -$5.65K -20 -61%
AA
671
Addison Advisors
Vermont
$2.79K – – –
TCOV
672
Trust Company of Vermont
Vermont
$2.79K – – –
WIM
673
Westside Investment Management
California
$2.79K – – –
LIS
674
Legacy Investment Solutions
Idaho
$2.78K +$2.82K +10 New
LWMI
675
Legacy Wealth Management (Idaho)
Idaho
$2.78K +$2.82K +10 New