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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$7K +$7.39K +316 New
FWM
427
ForthRight Wealth Management
Georgia
$7K +$7.41K +317 New
GEA
428
Glen Eagle Advisors
New Jersey
$6.99K – – –
TFO
429
Tarbox Family Office
California
$6K -$140 -6 -2%
ONST
430
Old North State Trust
North Carolina
$6K – – –
SIAG
431
Safeguard Investment Advisory Group
California
$6K +$6.22K +266 New
SLF
432
Sun Life Financial
Ontario, Canada
$5K -$23 -1 -0.4%
AF
433
Allworth Financial
California
$5K – – –
SFPG
434
Stonebridge Financial Planning Group
Florida
$5K – – –
SWA
435
SOA Wealth Advisors
New York
$5K +$5.71K +244 New
BWA
436
Burt Wealth Advisors
Maryland
$4K – – –
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
RPWA
438
Regent Peak Wealth Advisors
Georgia
$4K +$4.42K +189 New
BWM
439
Baystate Wealth Management
Massachusetts
$3K – – –
ST
440
Smithfield Trust
Pennsylvania
$3K – – –
FHC
441
First Horizon Corporation
Tennessee
$3K +$1.22K +52 +46%
ICP
442
Interchange Capital Partners
Pennsylvania
$3K +$3.84K +164 New
EWM
443
Endurance Wealth Management
Rhode Island
$2K – – –
SFSIG
444
San Francisco Sentry Investment Group
California
$2K – – –
ADL
445
Asset Dedication LLC
California
$2K +$23 +1 +1%
WAS
446
Winch Advisory Services
Wisconsin
$2K +$23 +1 +1%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$2K +$725 +31 +48%
NSB
448
Norway Savings Bank
Maine
$2K +$2.08K +89 New
M
449
MOTCO
Texas
$1K -$6.83K -292 -84%
CWC
450
Carolinas Wealth Consulting
North Carolina
$1K -$117 -5 -19%