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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
626
Cornerstone Planning Group
New Jersey
$592 +$647 +8 New
ANBT
627
American National Bank & Trust
Texas
$590 – – –
PWMG
628
Prestige Wealth Management Group
New Jersey
$508 -$4.04K -50 -89%
AUB
629
Atlantic Union Bankshares
Virginia
$508 – – –
MCM
630
MV Capital Management
Maryland
$508 – – –
BGAI
631
Bruce G. Allen Investments
Colorado
$423 – – –
QWM
632
Quaker Wealth Management
New Jersey
$423 +$81 +1 +25%
CCWM
633
Cassaday & Co Wealth Management
Virginia
$339 – – –
HIA
634
HFM Investment Advisors
New Jersey
$339 +$323 +4 New
MWM
635
Mosley Wealth Management
California
$338 -$15.7K -194 -98%
BHWM
636
Bay Harbor Wealth Management
Maryland
$338 – – –
WETS
637
Wealth Enhancement Trust Services
South Dakota
$338 +$323 +4 New
SEP
638
Signature Equity Partners
Ohio
$254 -$566 -7 -70%
PMFA
639
Plante Moran Financial Advisors
Michigan
$254 +$243 +3 New
DF
640
Dunhill Financial
United Kingdom
$240 – – –
DF
641
DecisionPoint Financial
Arizona
$174 +$162 +2 New
S
642
Sachetta
Massachusetts
$85 -$2.59K -32 -97%
APW
643
Aventura Private Wealth
Florida
$85 – – –
GIA
644
GHP Investment Advisors
Colorado
$85 – – –
3FI
645
3 Factor Indexing
California
$85 +$81 +1 New
MCA
646
Maryland Capital Advisors
Maryland
$85 +$81 +1 New
DWM
647
Darwin Wealth Management
Florida
$43 – – –
Qube Research & Technologies (QRT)
648
Qube Research & Technologies (QRT)
United Kingdom
– -$44.4M -549,064 Closed
GGHC
649
Gilder Gagnon Howe & Co
New York
– -$31.4M -407,258 Closed
TF
650
Trek Financial
Arizona
– -$11.5M -148,947 Closed