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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
HighMark Wealth Management
Minnesota
$18.3K +$18.5K +986 New
EAM
302
Eukles Asset Management
Ohio
$17K
OAJ
303
Ogorek Anthony Joseph
New York
$16K +$16.5K +880 New
EWA
304
EverSource Wealth Advisors
Alabama
$15.8K
FHA
305
First Horizon Advisors
Tennessee
$12.9K
WAM
306
Wolverine Asset Management
Illinois
$12.7K -$62K -3,300 -83%
GI
307
Gradient Investments
Minnesota
$12.5K
KC
308
Knuff & Co
California
$10K
CWM
309
Compass Wealth Management
Connecticut
$10K -$9.53K -507 -48%
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$9.8K -$19 -1 -0.2%
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$9.33K +$3.83K +204 +68%
CFGS
312
Concourse Financial Group Securities
Alabama
$7.91K -$2.48K -132 -24%
AAS
313
Ameritas Advisory Services
Nebraska
$7.33K +$7.44K +396 New
BIA
314
Bell Investment Advisors
California
$6.61K -$1.28K -68 -16%
VCM
315
Versant Capital Management
Arizona
$6.09K -$695 -37 -10%
BWL
316
Bogart Wealth LLC
Virginia
$5.67K +$4.23K +225 +278%
EWM
317
Evermay Wealth Management
Virginia
$5.56K
PWMG
318
Prestige Wealth Management Group
New Jersey
$5.45K
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$5.22K -$778K -41,414 -99%
CFD
320
Creative Financial Designs
Indiana
$5.11K
GWMI
321
Guardian Wealth Management (Illinois)
Illinois
$5K
VWM
322
Venturi Wealth Management
Texas
$4.5K +$4.57K +243 New
CA
323
Clearstead Advisors
Ohio
$3.7K
FSWA
324
Financial Synergies Wealth Advisors
Texas
$3K
BTI
325
Blue Trust Inc
Georgia
$3K +$1.01K +54 +44%