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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1001
Level Financial Advisors
New York
$4.54K +$72 +1 +2%
GFPC
1002
Global Financial Private Client
Florida
$4.48K
HWM
1003
HighMark Wealth Management
Minnesota
$4.26K
SWM
1004
Sugarloaf Wealth Management
Georgia
$4.18K
OSNBOA
1005
Old Second National Bank of Aurora
Illinois
$3.89K
TFM
1006
TFC Financial Management
Massachusetts
$3.89K +$2.15K +30 +136%
KWAG
1007
Kiely Wealth Advisory Group
North Carolina
$3.84K +$3.86K +54 New
HFM
1008
Hartford Financial Management
Connecticut
$3.81K +$572 +8 +19%
HF
1009
Halpern Financial
Virginia
$3.8K +$3.58K +50 New
GWSA
1010
Global Wealth Strategies & Associates
Colorado
$3.74K
CCA
1011
Criterion Capital Advisors
Tennessee
$3.59K +$3.43K +48 New
PCMC
1012
Planning Capital Management Corporation
Pennsylvania
$3.44K +$3.29K +46 New
HWP
1013
Highline Wealth Partners
California
$3.29K
VNIM
1014
Vaughan Nelson Investment Management
Texas
$3K +$2.5K +35 New
DF
1015
Dunhill Financial
United Kingdom
$2.99K +$2.86K +40 New
CFD
1016
Creative Financial Designs
Indiana
$2.84K
S
1017
Sachetta
Massachusetts
$2.77K +$2.65K +37 New
WB
1018
Webster Bank
Connecticut
$2.32K +$1.93K +27 +675%
CWC
1019
Carolinas Wealth Consulting
North Carolina
$2.11K
FG
1020
Fairman Group
Pennsylvania
$1.96K +$1.86K +26 New
SIC
1021
SJS Investment Consulting
Ohio
$1.94K +$286 +4 +18%
PCWA
1022
Pacific Capital Wealth Advisors
California
$1.94K +$1.86K +26 New
RS
1023
Rakuten Securities
Japan
$1.94K +$1.86K +26 New
FRA
1024
Frank Rimerman Advisors
California
$1.79K +$1.72K +24 New
MBFW
1025
Morton Brown Family Wealth
Pennsylvania
$1.57K +$1.5K +21 New