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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
351
Princeton Global Asset Management
New Jersey
$1.09K – – –
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$1.09K -$1.78K -350 -58%
LIS
353
Legacy Investment Solutions
Idaho
$1.06K +$509 +100 +67%
LWMI
354
Legacy Wealth Management (Idaho)
Idaho
$1.06K +$509 +100 +67%
HWA
355
Heritage Wealth Advisors
Virginia
$1.06K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$1.03K – – –
SC
357
Stance Capital
Massachusetts
$1.02K +$1.2K +235 New
CA
358
Centerpoint Advisors
Massachusetts
$1K – – –
CAM
359
Close Asset Management
United Kingdom
$1K – – –
FMTCOCP
360
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
Lazard Asset Management
361
Lazard Asset Management
New York
$1K – – –
CFFP
362
Center for Financial Planning
Michigan
$981 -$662 -130 -37%
BWL
363
Bogart Wealth LLC
Virginia
$924 – – –
CMA
364
Cedar Mountain Advisors
Oregon
$924 – – –
FLP
365
Financial Life Planners
Arizona
$903 +$1.05K +207 New
Q1WB
366
Quest 10 Wealth Builders
Virginia
$894 +$1.04K +205 New
HCM
367
Hollencrest Capital Management
California
$872 – – –
MSG
368
Main Street Group
Virginia
$872 – – –
PFBT
369
Parkside Financial Bank & Trust
Missouri
$872 – – –
SN
370
Sittner & Nelson
Oregon
$872 – – –
CWM
371
Crowley Wealth Management
Delaware
$872 +$1.02K +200 New
CWC
372
Carolinas Wealth Consulting
North Carolina
$772 – – –
AP
373
Atwood & Palmer
Missouri
$763 – – –
T
374
Transce3nd
Texas
$754 +$880 +173 New
IRC
375
Investors Research Corp
Georgia
$698 – – –