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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1651
Pineridge Advisors
Missouri
$36.8K +$34.4K +600 New
HWA
1652
Heritage Wealth Advisors
Virginia
$35.9K – – –
SN
1653
Sittner & Nelson
Oregon
$35.7K – – –
EC
1654
EdgeRock Capital
Colorado
$35.7K +$32.8K +572 New
BCMLT
1655
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.6K +$12.9K +225 +59%
NC
1656
NewSquare Capital
Pennsylvania
$33.7K -$2.63K -46 -8%
SPWM
1657
Spartan Planning & Wealth Management
North Carolina
$33.7K +$31.2K +545 +13,625%
AssetMark Inc
1658
AssetMark Inc
California
$32.9K +$229 +4 +0.8%
DAM
1659
Delta Asset Management
Tennessee
$32.7K – – –
CAC
1660
Core Alternative Capital
Georgia
$32.5K -$7.22K -126 -19%
IRAG
1661
Investment Research & Advisory Group
Georgia
$32.3K – – –
GKIM
1662
GW&K Investment Management
Massachusetts
$32K +$4.3K +75 +17%
FPB
1663
First PREMIER Bank
South Dakota
$31K – – –
RIM
1664
Rockbridge Investment Management
New York
$30.6K +$28.6K +499 New
W
1665
WealthCollab
Washington
$29.9K +$27.9K +487 New
GJIA
1666
Glass Jacobson Investment Advisors
Maryland
$29.4K – – –
FFL
1667
Financial Freedom LLC
Ohio
$29K -$11.5K -200 -30%
PWMG
1668
Private Wealth Management Group
New Jersey
$28.8K +$26.9K +469 New
JFA
1669
JNBA Financial Advisors
Minnesota
$28.3K -$286 -5 -1%
SIS
1670
Strategic Investment Solutions
Illinois
$27.6K -$607K -10,600 -96%
CFFP
1671
Center for Financial Planning
Michigan
$27.1K – – –
MSG
1672
Main Street Group
Virginia
$27K +$25.1K +439 New
PGAM
1673
Princeton Global Asset Management
New Jersey
$26.6K +$2K +35 +9%
VCM
1674
Versant Capital Management
Arizona
$25.6K +$458 +8 +2%
AWM
1675
Atticus Wealth Management
Florida
$25.1K -$11.5K -201 -33%