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Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Washington Trust
Rhode Island
$13.3K +$198 +6 +2%
BG
302
Bollard Group
Massachusetts
$12K +$1.42K +43 +14%
SS
303
Sunbelt Securities
Texas
$11K +$2.21K +67 +26%
BWL
304
Bogart Wealth LLC
Virginia
$11K – – –
CWP
305
Concord Wealth Partners
Virginia
$10.9K – – –
KFP
306
KB Financial Partners
New Jersey
$10K – – –
SVCP
307
Silicon Valley Capital Partners
California
$9.77K +$66 +2 +0.7%
SWM
308
Sugarloaf Wealth Management
Georgia
$8.39K – – –
FMP
309
Financial Management Professionals
Texas
$7K +$6.04K +183 +508%
SFG
310
Steward Financial Group
Texas
$7K +$6.97K +211 New
CWC
311
Carolinas Wealth Consulting
North Carolina
$6.9K -$1.16K -35 -15%
CMP
312
Coston McIsaac & Partners
Maine
$6K – – –
PWMG
313
Prestige Wealth Management Group
New Jersey
$5.8K – – –
TRCT
314
Tower Research Capital (TRC)
New York
$5.49K -$47.1K -1,427 -90%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$5.36K – – –
HFS
316
Hantz Financial Services
Michigan
$5K – – –
TFGT
317
TS Financial Group (TSFG)
Illinois
$5K – – –
HWM
318
HighMark Wealth Management
Minnesota
$4.67K -$297 -9 -6%
IFAM
319
Institutional & Family Asset Management
Colorado
$4.55K +$1.12K +34 +34%
SSB
320
Sandy Spring Bank
Maryland
$4.31K -$7.23K -219 -63%
GKIM
321
GW&K Investment Management
Massachusetts
$4K -$1.58K -48 -27%
CSC
322
Caldwell Sutter Capital
California
$3.84K – – –
QC
323
Quent Capital
New York
$3.61K – – –
CPG
324
Cornerstone Planning Group
New Jersey
$3.27K -$3.96K -120 -55%
BIA
325
Bell Investment Advisors
California
$2.83K +$198 +6 +8%