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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$8.09K +$1.41K +78 +27%
HCP
302
Hexagon Capital Partners
Arkansas
$7.57K +$3.8K +210 +152%
BIA
303
Bell Investment Advisors
California
$7.16K -$506 -28 -8%
EWM
304
Evermay Wealth Management
Virginia
$6.53K
CFD
305
Creative Financial Designs
Indiana
$6K
GWMI
306
Guardian Wealth Management (Illinois)
Illinois
$5.87K
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$5.31K +$3.92K +217 +804%
VWM
308
Venturi Wealth Management
Texas
$5.29K
Toronto Dominion Bank
309
Toronto Dominion Bank
Ontario, Canada
$5K +$3.94K +218 +21,800%
BAM
310
Bosun Asset Management
Illinois
$4.39K +$3.65K +202 New
CA
311
Clearstead Advisors
Ohio
$4.35K
SS
312
Sunbelt Securities
Texas
$4.29K +$1.75K +97 +97%
FSWA
313
Financial Synergies Wealth Advisors
Texas
$3.52K
GWS
314
Glassman Wealth Services
Virginia
$3.35K
CWM
315
Cranbrook Wealth Management
Michigan
$2.92K
GRP
316
Global Retirement Partners
California
$2.89K -$597 -33 -20%
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$2.2K
OIA
318
Optimum Investment Advisors
Illinois
$2.2K
BTI
319
Blue Trust Inc
Georgia
$2K -$1.19K -66 -37%
SWM
320
Spire Wealth Management
Virginia
$1.91K -$1.12K -62 -41%
UB
321
UMB Bank
Missouri
$1.89K
CTWM
322
Cherry Tree Wealth Management
Minnesota
$1.87K +$1.55K +86 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.85K
BWL
324
Bogart Wealth LLC
Virginia
$1.76K -$4.07K -225 -74%
JWA
325
JFS Wealth Advisors
Pennsylvania
$1.52K +$452 +25 +56%