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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
851
Armstrong Advisory Group
Massachusetts
$6.5K -$4.86K -19 -41%
CT
852
Clearstead Trust
Maine
$6.26K +$3.84K +15 +136%
MSWM
853
Mowery & Schoenfeld Wealth Management
Illinois
$6.04K
BCWM
854
Bartlett & Co Wealth Management
Ohio
$6.02K +$3.33K +13 +108%
UIA
855
Ulland Investment Advisors
Minnesota
$6K
VWWMG
856
Vermillion & White Wealth Management Group
Pennsylvania
$5.78K
BHWM
857
Bay Harbor Wealth Management
Maryland
$5.78K +$511 +2 +9%
AWM
858
Activest Wealth Management
Florida
$5.54K -$4.6K -18 -44%
IWM
859
Inlight Wealth Management
Georgia
$5.54K
AIC
860
Archer Investment Corporation
Indiana
$5.37K -$225K -878 -98%
CT
861
Caldwell Trust
Florida
$5.3K
FHA
862
Flagship Harbor Advisors
Massachusetts
$5.06K +$5.37K +21 New
AWA
863
American Wealth Advisors
Georgia
$4.98K
SEP
864
Signature Equity Partners
Ohio
$4.86K +$5.12K +20 New
KG
865
Kilter Group
New York
$4.82K -$1.02K -4 -17%
FPF
866
First Pacific Financial
Washington
$4.82K
EP
867
Essential Partners
California
$4.58K
LWCFA
868
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.34K
TFA
869
Transamerica Financial Advisors
Florida
$4.34K +$1.28K +5 +38%
SC
870
SouthState Corp
Florida
$4.34K -$511 -2 -10%
ACM
871
Accent Capital Management
Ohio
$4.34K
AF
872
Advisornet Financial
Minnesota
$4.34K
WWA
873
Wealth Watch Advisors
Colorado
$4.34K +$511 +2 +13%
AWM
874
Abound Wealth Management
Tennessee
$3.86K
AS
875
Altshuler Shaham
Israel
$3.85K