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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
351
Elevation Wealth Partners
California
$21.8K +$11.4K +113 +135%
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$18.5K +$17K +168 New
ICM
353
Islay Capital Management
Texas
$16.6K -$771K -7,621 -98%
GWM
354
Geneos Wealth Management
Colorado
$15.9K
N
355
Natixis
France
$15.6K +$14.3K +141 New
EP
356
Essential Partners
California
$14.6K -$7.59K -75 -36%
CPG
357
Cornerstone Planning Group
New Jersey
$13.3K -$101 -1 -0.9%
SIC
358
SJS Investment Consulting
Ohio
$12.3K +$5.06K +50 +82%
TWC
359
TD Waterhouse Canada
Ontario, Canada
$11.5K
GF
360
GGM Financials
Ohio
$10.8K
IA
361
IFP Advisors
Florida
$10.3K -$28.5K -282 -75%
CT
362
Clearstead Trust
Maine
$9.5K +$3.14K +31 +56%
MWA
363
Medallion Wealth Advisors
Connecticut
$9.49K
AssetMark Inc
364
AssetMark Inc
California
$9.28K +$5.56K +55 +190%
BWA
365
Basecamp Wealth Advisors
Washington
$9.05K
SAM
366
Smartleaf Asset Management
Massachusetts
$8.59K
EB
367
Eastern Bank
Massachusetts
$8.17K
JWM
368
JPL Wealth Management
Colorado
$7.62K +$3.54K +35 +103%
NS
369
NBC Securities
Alabama
$6.96K
KFAS
370
Keating Financial Advisory Services
Kansas
$6.63K +$101 +1 +2%
Mitsubishi UFJ Asset Management
371
Mitsubishi UFJ Asset Management
Japan
$6.4K
IA
372
IFG Advisory
Georgia
$6.18K +$5.67K +56 New
BFS
373
Bare Financial Services
Pennsylvania
$5.63K +$809 +8 +19%
AEPWM
374
Atlantic Edge Private Wealth Management
Florida
$5.52K
CIA
375
Cape Investment Advisory
Georgia
$5.5K +$5.06K +50 New