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Name Holding Trade Value Shares
Change
Change in
Stake
FNWM
701
Financial Network Wealth Management
Utah
$29K +$36.6K +331 New
NFSG
702
Newbridge Financial Services Group
Florida
$27.5K -$619K -5,597 -95%
HFM
703
Hartford Financial Management
Connecticut
$27.2K
HFS
704
Hantz Financial Services
Michigan
$27K +$20.9K +189 +164%
GSWM
705
Golden State Wealth Management
California
$26.4K
AssetMark Inc
706
AssetMark Inc
California
$26.3K +$6.41K +58 +24%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.5K
MCM
708
Manchester Capital Management
Vermont
$25K +$24.9K +225 +375%
SIM
709
Synergy Investment Management
Florida
$24.2K -$111 -1 -0.4%
CAL
710
Capital Advisors Ltd
Ohio
$23K -$332 -3 -1%
WF
711
Wayfinding Financial
Washington
$23K +$29.6K +268 New
RMP
712
Richards, Merrill & Peterson
Washington
$22.9K
PTC
713
Private Trust Company
Ohio
$22.3K +$12.6K +114 +81%
IUHSA
714
Itau Unibanco Holding S.A.
Brazil
$22K -$3.1K -28 -10%
PSFG
715
Park Square Financial Group
Georgia
$19.9K -$9.51K -86 -28%
ST
716
Smithfield Trust
Pennsylvania
$19K
GKIM
717
GW&K Investment Management
Massachusetts
$19K +$12.8K +116 +122%
CSC
718
Caldwell Sutter Capital
California
$18.1K
NB
719
NBT Bank
New York
$17.6K
FHA
720
First Horizon Advisors
Tennessee
$17.5K -$5.97K -54 -21%
AAG
721
Armstrong Advisory Group
Massachusetts
$17.4K
BFPW
722
BOK Financial Private Wealth
Colorado
$16.9K +$20.7K +187 +3,740%
HPC
723
HM Payson & Co
Maine
$16.8K +$18.2K +165 +635%
OP
724
ORG Partners
Indiana
$16.6K +$3.1K +28 +18%
RTC
725
Riverview Trust Company
Washington
$16.3K