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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1201
Concord Wealth Partners
Virginia
$44.7K
CWM
1202
Compass Wealth Management
Connecticut
$42.8K
SAM
1203
Smartleaf Asset Management
Massachusetts
$42.3K +$42.7K +675 New
DCM
1204
Davis Capital Management
Florida
$39.9K +$39.8K +630 New
BCA
1205
Bray Capital Advisors
Florida
$38K
HWA
1206
HHM Wealth Advisors
Tennessee
$37.1K
BCMLT
1207
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.5K -$30.3K -480 -46%
GIS
1208
Grayhawk Investment Strategies
Alberta, Canada
$33.3K
TFM
1209
TFC Financial Management
Massachusetts
$32.3K
WPA
1210
West Paces Advisors
Georgia
$32.3K +$948 +15 +3%
JWM
1211
Janiczek Wealth Management
Colorado
$31.4K -$9.48K -150 -23%
FCG
1212
Financial Connections Group
California
$31K
MCM
1213
MidAtlantic Capital Management
Virginia
$30.4K +$30.3K +480 New
RIL
1214
Rothschild Investment LLC
Illinois
$30.4K +$30.3K +480 New
EWM
1215
Evermay Wealth Management
Virginia
$29.5K +$948 +15 +3%
TWM
1216
Tradition Wealth Management
Minnesota
$29K +$2.84K +45 +11%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$28.5K -$3.79K -60 -12%
RFG
1218
RFP Financial Group
Georgia
$28.5K +$5.69K +90 +25%
JWA
1219
JFS Wealth Advisors
Pennsylvania
$27.6K +$3.79K +60 +16%
APW
1220
Acima Private Wealth
Virginia
$26.6K
CWM
1221
Cedar Wealth Management
California
$26.6K
CSWM
1222
Cassady Schiller Wealth Management
Ohio
$24.7K
FMB
1223
Field & Main Bank
Kentucky
$23.8K +$23.7K +375 New
C
1224
Covestor
United Kingdom
$23K +$948 +15 +4%
BIA
1225
Bell Investment Advisors
California
$21.9K -$948 -15 -4%