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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
651
Sandy Spring Bank
Maryland
$5K – – –
VNA
652
Valley National Advisers
Pennsylvania
$5K – – –
FWM
653
Focused Wealth Management
New York
$4K -$882 -15 -17%
CTB
654
Country Trust Bank
Illinois
$4K – – –
FWA
655
FSC Wealth Advisors
New York
$4K – – –
CFGS
656
Concourse Financial Group Securities
Alabama
$4K +$1.41K +24 +53%
CL
657
COWA LLC
Oklahoma
$4K +$4.41K +75 New
BWM
658
BerganKDV Wealth Management
Minnesota
$3K -$2.47K -42 -44%
BWM
659
Baystate Wealth Management
Massachusetts
$3K – – –
BWA
660
BDO Wealth Advisors
Florida
$3K – – –
DI
661
Disciplined Investments
Oklahoma
$3K +$1K +17 +57%
UFF
662
USA Financial Formulas
Michigan
$3K +$2.65K +45 +375%
RWM
663
Raffa Wealth Management
District of Columbia
$2.55K – – –
AWM
664
Atticus Wealth Management
Florida
$2K -$1.76K -30 -67%
CMP
665
Coston McIsaac & Partners
Maine
$2K -$118 -2 -5%
AAP
666
Arax Advisory Partners
Colorado
$2K – – –
GWM
667
Geneos Wealth Management
Colorado
$2K – – –
LCM
668
Logan Capital Management
Pennsylvania
$2K +$59 +1 +3%
TFGT
669
TS Financial Group (TSFG)
Illinois
$2K +$59 +1 +3%
PPWM
670
PFG Private Wealth Management
Florida
$2K +$2.59K +44 New
AWM
671
Abound Wealth Management
Tennessee
$1.7K +$1.76K +30 New
HWP
672
Highline Wealth Partners
California
$1.36K +$1.41K +24 New
AA
673
Addison Advisors
Vermont
$1K – – –
NC
674
NewSquare Capital
Pennsylvania
$1K – – –
PWMG
675
Prestige Wealth Management Group
New Jersey
$1K – – –