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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$8.7K -$488 -27 -6%
PWMG
302
Prestige Wealth Management Group
New Jersey
$8.09K +$1.41K +78 +27%
HCP
303
Hexagon Capital Partners
Arkansas
$7.57K +$3.8K +210 +152%
BIA
304
Bell Investment Advisors
California
$7.16K -$506 -28 -8%
EWM
305
Evermay Wealth Management
Virginia
$6.53K – – –
CFD
306
Creative Financial Designs
Indiana
$6K – – –
GWMI
307
Guardian Wealth Management (Illinois)
Illinois
$5.87K – – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$5.31K +$3.92K +217 +804%
VWM
309
Venturi Wealth Management
Texas
$5.29K – – –
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$5K +$3.94K +218 +21,800%
BAM
311
Bosun Asset Management
Illinois
$4.39K +$3.65K +202 New
Clearstead Advisors
312
Clearstead Advisors
Ohio
$4.35K – – –
SS
313
Sunbelt Securities
Texas
$4.29K +$1.75K +97 +97%
FSWA
314
Financial Synergies Wealth Advisors
Texas
$3.52K – – –
GWS
315
Glassman Wealth Services
Virginia
$3.35K – – –
CWM
316
Cranbrook Wealth Management
Michigan
$2.92K – – –
Global Retirement Partners
317
Global Retirement Partners
California
$2.89K -$597 -33 -20%
KTC
318
Kistler-Tiffany Companies
Pennsylvania
$2.2K – – –
OIA
319
Optimum Investment Advisors
Illinois
$2.2K – – –
Blue Trust Inc
320
Blue Trust Inc
Georgia
$2K -$1.19K -66 -37%
Spire Wealth Management
321
Spire Wealth Management
Virginia
$1.91K -$1.12K -62 -41%
UMB Bank
322
UMB Bank
Missouri
$1.89K – – –
CTWM
323
Cherry Tree Wealth Management
Minnesota
$1.87K +$1.55K +86 New
Farmers & Merchants Investments Inc
324
Farmers & Merchants Investments Inc
Nebraska
$1.85K – – –
Bogart Wealth LLC
325
Bogart Wealth LLC
Virginia
$1.76K -$4.07K -225 -74%