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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
651
Raffa Wealth Management
District of Columbia
$3.95K
CPG
652
Cornerstone Planning Group
New Jersey
$3.73K
OC
653
Oakworth Capital
Alabama
$3.51K -$13.3K -59 -79%
AWM
654
Abound Wealth Management
Tennessee
$3.51K
WTA
655
Washington Trust Advisors
Massachusetts
$3.13K +$679 +3 +27%
DJSG
656
D.J. St. Germain
Massachusetts
$2.85K +$2.94K +13 New
BCMLT
657
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.7K
GWM
658
Geneos Wealth Management
Colorado
$2.41K +$679 +3 +38%
SIC
659
SJS Investment Consulting
Ohio
$2.19K
MCM
660
Manchester Capital Management
Vermont
$2.19K +$1.36K +6 +150%
VCM
661
Versant Capital Management
Arizona
$2.19K
BG
662
Bollard Group
Massachusetts
$2K
GEA
663
Glen Eagle Advisors
New Jersey
$1.98K
FP
664
Financial Perspectives
Minnesota
$1.59K
WTG
665
West Tower Group
Virginia
$1.32K -$31.2K -138 -96%
FRA
666
Front Row Advisors
California
$1.32K
Jones Financial Companies
667
Jones Financial Companies
Missouri
$1.32K +$1.36K +6 New
NSG
668
Nalls Sherbakoff Group
Tennessee
$1.1K
PWMG
669
Prestige Wealth Management Group
New Jersey
$1.1K
FCA
670
FinTrust Capital Advisors
South Carolina
$1.1K +$1.13K +5 New
AIC
671
Archer Investment Corporation
Indiana
$1.1K
GI
672
Gradient Investments
Minnesota
$1.1K +$1.13K +5 New
VNA
673
Valley National Advisers
Pennsylvania
$1K +$1.13K +5 New
AW
674
Avion Wealth
Texas
$1K +$1.58K +7 New
BF
675
BOK Financial
Oklahoma
$840 +$226 +1 +33%