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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
301
Armstrong Advisory Group
Massachusetts
$4.75K – – –
SGFG
302
Silver Grove Financial Group
New York
$4.63K +$2.49K +74 New
WWM
303
Wolff Wiese Magana
California
$4.38K +$2.35K +70 New
CFM
304
Cornerstone Financial Management
Massachusetts
$4.19K – – –
FFO
305
Fortitude Family Office
Arizona
$4.19K – – –
PFBT
306
Parkside Financial Bank & Trust
Missouri
$3.44K – – –
AssetMark Inc
307
AssetMark Inc
California
$3.38K – – –
CMA
308
Cedar Mountain Advisors
Oregon
$3.13K – – –
NB
309
NBT Bank
New York
$3.13K – – –
FMP
310
Financial Management Professionals
Texas
$3.13K +$1.68K +50 New
TFGT
311
TS Financial Group (TSFG)
Illinois
$3K – – –
HWM
312
HighMark Wealth Management
Minnesota
$2.56K – – –
BFPW
313
BOK Financial Private Wealth
Colorado
$2.5K – – –
HFS
314
Hughes Financial Services
Virginia
$2.19K -$235 -7 -17%
SIC
315
Salem Investment Counselors
North Carolina
$1.88K – – –
PFG
316
Premier Financial Group
California
$1.57K +$740 +22 New
FW
317
Fairway Wealth
Ohio
$1.56K +$841 +25 New
RWM
318
Rialto Wealth Management
New York
$1.19K -$269 -8 -30%
AF
319
Advisornet Financial
Minnesota
$1.19K – – –
C
320
Covestor
United Kingdom
$1K +$404 +12 +240%
CAIM
321
Catherine Avery Investment Management
Florida
$1K +$538 +16 New
IA
322
IFG Advisory
Georgia
$813 +$437 +13 New
PS
323
Planning Strategies
Pennsylvania
$625 +$336 +10 New
SIC
324
SJS Investment Consulting
Ohio
$501 +$269 +8 New
PTC
325
Private Trust Company
Ohio
$375 +$202 +6 New