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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HighMark Wealth Management
Minnesota
$6.21K
SWM
602
Sugarloaf Wealth Management
Georgia
$6.08K +$5.38K +295 +1,475%
MA
603
Montag & Associates
Georgia
$5.99K
SS
604
Sunbelt Securities
Texas
$5.72K +$5.38K +295 New
FFA
605
Frazier Financial Advisors
Ohio
$5.6K +$729 +40 +16%
AIC
606
Archer Investment Corporation
Indiana
$5.5K
MRCM
607
M&R Capital Management
New Jersey
$5.12K
MCM
608
MV Capital Management
Maryland
$5.02K +$4.74K +260 New
TF
609
Tompkins Financial
New York
$4.83K
LOIP
610
Live Oak Investment Partners
Texas
$4.73K
CJ
611
Caitlin John
Michigan
$4.53K +$17.9K +980 +400%
BMC
612
Bear Mountain Capital
Washington
$4.38K +$17.1K +940 +400%
OP
613
ORG Partners
Indiana
$4.25K
Kayne Anderson Rudnick Investment Management
614
Kayne Anderson Rudnick Investment Management
California
$3.96K
NFA
615
Northwest Financial Advisors
Virginia
$3.86K +$3.65K +200 New
SWA
616
SOA Wealth Advisors
New York
$3.67K
GEA
617
Glen Eagle Advisors
New Jersey
$3.31K
WWP
618
WR Wealth Planners
Missouri
$3.19K
DF
619
DecisionPoint Financial
Arizona
$3.09K
GFL
620
Granite FO LLC
New Hampshire
$3.09K +$2.92K +160 New
WAG
621
Wiser Advisor Group
Arizona
$2.9K -$91 -5 -3%
GIA
622
GHP Investment Advisors
Colorado
$2.9K +$2.73K +150 New
WPWM
623
Western Pacific Wealth Management
Illinois
$2.8K
BCMLT
624
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.8K +$2.64K +145 New
BHWM
625
Beaird Harris Wealth Management
Texas
$2.51K