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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Prestige Wealth Management Group
New Jersey
$9K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$8K -$18.8K -1,336 -69%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
ED
304
Exane Derivatives
France
$7.97K +$9.63K +685 New
BCA
305
Berman Capital Advisors
Georgia
$7K – – –
CWC
306
Carolinas Wealth Consulting
North Carolina
$5K – – –
LC
307
Lindbrook Capital
California
$5K – – –
MA
308
Montag & Associates
Georgia
$5K – – –
CFGS
309
Concourse Financial Group Securities
Alabama
$4K -$2.59K -184 -37%
DI
310
Disciplined Investments
Oklahoma
$4K – – –
GWMIA
311
Global Wealth Management Investment Advisory
Florida
$4K – – –
S
312
SignatureFD
Georgia
$4K – – –
FF
313
FourThought Financial
Florida
$3K – – –
NFSG
314
Newbridge Financial Services Group
Florida
$3K +$281 +20 +9%
RE
315
RBC Europe
United Kingdom
$2.56K +$2.88K +205 New
ICM
316
Islay Capital Management
Texas
$2K – – –
PA
317
Parallel Advisors
California
$2K – – –
SL
318
Savior LLC
Massachusetts
$2K – – –
ECM
319
Estabrook Capital Management
New York
$1.25K – – –
GWM
320
Geneos Wealth Management
Colorado
$1K -$703 -50 -33%
EI
321
Ellevest Inc
New York
$1K – – –
IFAM
322
Institutional & Family Asset Management
Colorado
$1K – – –
MI
323
Markston International
New York
$1K – – –
HS
324
Horan Securities
United States
$1K +$281 +20 +40%
FMP
325
Financial Management Professionals
Texas
$1K +$647 +46 New