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Name Holding Trade Value Shares
Change
Change in
Stake
PS
301
Principal Securities
Iowa
$3.89K
MWM
302
Mascoma Wealth Management
New Hampshire
$3.64K
PWMG
303
Private Wealth Management Group
New Jersey
$3.64K +$844 +30 +25%
WA
304
WPG Advisers
Maryland
$3.13K +$1.89K +67 +108%
GKIM
305
GW&K Investment Management
Massachusetts
$3K
TWD
306
True Wealth Design
Ohio
$2.96K +$1.72K +61 +100%
PMFA
307
Plante Moran Financial Advisors
Michigan
$2.92K
PWMG
308
Prestige Wealth Management Group
New Jersey
$2.84K +$478 +17 +17%
BIA
309
Bell Investment Advisors
California
$2.79K +$2.05K +73 +174%
CT
310
Clearstead Trust
Maine
$2.76K +$3.21K +114 New
CFO
311
CVA Family Office
Colorado
$2.64K +$3.07K +109 New
PWAM
312
Private Wealth Asset Management
Iowa
$2.52K +$2.93K +104 New
GSWM
313
Golden State Wealth Management
California
$2.42K -$7.03K -250 -71%
CAM
314
Costello Asset Management
Pennsylvania
$2.42K +$2.81K +100 New
CWM
315
CarsonAllaria Wealth Management
Illinois
$2.25K +$28 +1 +1%
MAM
316
Meeder Asset Management
Ohio
$2.16K +$2.5K +89 New
TIM
317
Tortoise Investment Management
New York
$2.11K
GCM
318
Gables Capital Management
Florida
$1.99K
KFI
319
Key Financial Inc
Pennsylvania
$1.82K
TCM
320
Tradewinds Capital Management
Washington
$1.63K +$1.89K +67 New
S
321
Sachetta
Massachusetts
$1.48K +$1.72K +61 New
MCM
322
MV Capital Management
Maryland
$1.33K +$169 +6 +12%
RA
323
Ransom Advisory
Rhode Island
$1.28K
HI
324
Horizon Investments
North Carolina
$1.26K +$1.46K +52 New
SFGP
325
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.14K