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Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$7.81K
SAM
302
Smartleaf Asset Management
Massachusetts
$7.8K
AFC
303
Ares Financial Consulting
California
$7.59K
SH
304
SLT Holdings
Arizona
$7.59K +$8.74K +1,500 New
IA
305
IFP Advisors
Florida
$7.58K +$7.18K +1,233 +467%
BTI
306
Blue Trust Inc
Georgia
$7.14K +$1.25K +214 +18%
CPG
307
Cornerstone Planning Group
New Jersey
$6.89K
IFWM
308
Institute for Wealth Management
Colorado
$6.58K +$7.57K +1,300 New
SWM
309
SHP Wealth Management
Massachusetts
$6.34K
CFM
310
Compass Financial Management
Florida
$6.22K +$7.57K +1,300 New
KFP
311
Kerr Financial Planning
California
$6.14K
SEP
312
Signature Equity Partners
Ohio
$5.64K
MP
313
McDonald Partners
Ohio
$5.11K +$5.88K +1,009 New
PUI
314
Purpose Unlimited Inc
$5.06K
QWM
315
Quaker Wealth Management
New Jersey
$5.06K
RIL
316
Rothschild Investment LLC
Illinois
$5.06K
S
317
Sachetta
Massachusetts
$5.06K
TCOV
318
Trust Company of Vermont
Vermont
$5.06K +$5.83K +1,000 New
CAL
319
Capital Advisors Ltd
Ohio
$5K
UBP
320
Union Bancaire Privee
Switzerland
$4.95K
CFD
321
Creative Financial Designs
Indiana
$4.81K
HC
322
Hurley Capital
New York
$3.71K
AIC
323
Archer Investment Corporation
Indiana
$3.43K -$261K -44,828 -99%
BIA
324
Bell Investment Advisors
California
$3.42K -$2.48K -425 -39%
GSWM
325
Golden State Wealth Management
California
$3.24K