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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
501
Northwest Investment Counselors
Oregon
$49K +$48.6K +982 New
FPWM
502
FSB Premier Wealth Management
Iowa
$49K +$49.3K +997 New
AA
503
Addison Advisors
Vermont
$48K +$47K +950 +5,278%
GWSG
504
GPS Wealth Strategies Group
Colorado
$46K
CHA
505
Carmichael Hill & Associates
Maryland
$44K
PWMG
506
Prestige Wealth Management Group
New Jersey
$43K
TAIM
507
TD Ameritrade Investment Management
Nebraska
$42K +$9.64K +195 +30%
Daiwa Securities Group
508
Daiwa Securities Group
Japan
$39K -$1.14K -23 -3%
FWM
509
Focused Wealth Management
New York
$38K
SFO
510
Standard Family Office
South Dakota
$37K +$36.1K +729 New
First Manhattan
511
First Manhattan
New York
$36K
CA
512
Clearstead Advisors
Ohio
$36K +$16.1K +325 +85%
GWS
513
Glassman Wealth Services
Virginia
$35K +$12.3K +248 +56%
HI
514
Harbour Investments
Wisconsin
$34K -$65.9K -1,332 -66%
AWM
515
Accel Wealth Management
Iowa
$34K
HC
516
Hoese & Co
Minnesota
$30K
CFGS
517
Concourse Financial Group Securities
Alabama
$30K +$19.3K +391 +184%
DI
518
Disciplined Investments
Oklahoma
$29K
MBFW
519
Morton Brown Family Wealth
Pennsylvania
$29K +$28.8K +582 New
OC
520
Oakworth Capital
Alabama
$28K -$5.14K -104 -16%
Jones Financial Companies
521
Jones Financial Companies
Missouri
$28K
AWM
522
AllSquare Wealth Management
New York
$27K
FCT
523
First Community Trust
Iowa
$26.1K +$25.7K +520 New
EBA
524
Eagle Bay Advisors
New York
$26K -$2.97K -60 -11%
FCA
525
FinTrust Capital Advisors
South Carolina
$26K -$940 -19 -3%