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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Silverlake Wealth Management
Vermont
$38.9K
PA
302
Parallel Advisors
California
$38.9K +$5.86K +1,486 +17%
EWM
303
Executive Wealth Management
Michigan
$38.2K +$201 +51 +0.5%
WA
304
Wealthstream Advisors
New York
$37.6K +$39.7K +10,061 New
PA
305
Pinnacle Associates
New York
$37.5K -$30.5K -7,730 -44%
OGF
306
Orin Green Financial
California
$37.4K
PHS
307
Pekin Hardy Strauss
Illinois
$37.4K
CAG
308
Crestwood Advisors Group
Massachusetts
$37.4K +$39.5K +10,001 New
PAM
309
Paradigm Asset Management
New York
$37.4K +$39.4K +10,000 New
IP
310
Ignite Planners
California
$35.5K
BTI
311
Blue Trust Inc
Georgia
$35K -$8.56K -2,171 -21%
FCA
312
FinTrust Capital Advisors
South Carolina
$33.2K -$1.79K -454 -5%
IRC
313
Investors Research Corp
Georgia
$32.7K
PMFA
314
Plante Moran Financial Advisors
Michigan
$29.2K
GEA
315
Glen Eagle Advisors
New Jersey
$28.8K -$548 -139 -2%
TWC
316
TD Waterhouse Canada
Ontario, Canada
$25.5K +$296 +75 +1%
CFB
317
Cullen/Frost Bankers
Texas
$23.4K -$2.3K -582 -9%
BCV
318
Banque Cantonale Vaudoise
Switzerland
$23K
IA
319
IFP Advisors
Florida
$22.5K -$3.75K -950 -14%
PP
320
Pacifica Partners
Canada
$21.3K -$51.2K -12,987 -68%
NRG
321
Nemes Rush Group
Michigan
$20.9K
OLVIG
322
Oliver Lagore Vanvalin Investment Group
Michigan
$20.9K
RFG
323
RFP Financial Group
Georgia
$20.2K
FFA
324
Farther Finance Advisors
California
$19.2K
SWM
325
Spire Wealth Management
Virginia
$18.1K