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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$29K +$17.5K +276 +136%
RE
1002
RBC Europe
United Kingdom
$28.4K – – –
APC
1003
Aspire Private Capital
North Carolina
$28K -$24.1K -381 -45%
SCA
1004
Stuart Chaussee & Associates
California
$27K – – –
IWP
1005
IAG Wealth Partners
Wisconsin
$27K +$23.2K +366 +458%
PWP
1006
Personal Wealth Partners
Minnesota
$27K +$28.5K +450 New
CYG
1007
Clean Yield Group
Vermont
$27K +$28.8K +455 New
PA
1008
Perennial Advisors
New York
$26K – – –
PFPT
1009
Pinnacle Financial Partners (Tennessee)
Tennessee
$26K +$27.9K +440 New
PWA
1010
Pinnacle Wealth Advisors
Tennessee
$26K +$27.9K +440 New
ZB
1011
Zions Bancorporation
Utah
$25K -$62.6K -988 -70%
RMC
1012
Resources Management Corp
Connecticut
$25K – – –
TH
1013
TCTC Holdings
Texas
$24K – – –
SFP
1014
Sterling Financial Planning
New Jersey
$24K +$190 +3 +0.7%
HWMA
1015
Heritage Wealth Management (Arizona)
Arizona
$23K -$2.22M -35,031 -99%
NFSG
1016
Newbridge Financial Services Group
Florida
$23K +$8.18K +129 +52%
DI
1017
Disciplined Investments
Oklahoma
$23K +$22.8K +360 +1,161%
FBT
1018
First Bank & Trust
South Dakota
$22K – – –
CWA
1019
Clearview Wealth Advisors
Oregon
$22K +$22.8K +360 New
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$1.9K +30 +10%
CPFP
1021
Clear Perspectives Financial Planning
Ohio
$21K +$22.2K +350 New
Jones Financial Companies
1022
Jones Financial Companies
Missouri
$20K -$951 -15 -4%
KFI
1023
Key Financial Inc
Pennsylvania
$20K – – –
CHA
1024
Carmichael Hill & Associates
Maryland
$18K -$697 -11 -3%
AA
1025
Addison Advisors
Vermont
$18K +$19.3K +305 New