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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1401
HighMark Wealth Management
Minnesota
$55.4K +$295 +3 +0.5%
Loomis, Sayles & Company
1402
Loomis, Sayles & Company
Massachusetts
$55.2K -$13.2K -134 -18%
FC
1403
Financial Consulate
Maryland
$52.4K +$57.5K +584 New
CFFP
1404
Center for Financial Planning
Michigan
$52.3K
TFGT
1405
TS Financial Group (TSFG)
Illinois
$51K +$18.2K +185 +48%
MAM
1406
Marquette Asset Management
Minnesota
$50.6K -$1.28K -13 -2%
DIP
1407
DT Investment Partners
Pennsylvania
$49.6K
FUBT
1408
First United Bank & Trust
Maryland
$49.3K -$4.92K -50 -8%
AF
1409
Alerus Financial
North Dakota
$48.7K -$5.61K -57 -10%
ATS
1410
Ashton Thomas Securities
New York
$46.4K +$50.9K +517 New
RBC
1411
Roble Belko & Company
Pennsylvania
$46K +$591 +6 +1%
GFWA
1412
Grey Fox Wealth Advisors
Delaware
$45.8K +$50.2K +510 New
PCFFS
1413
Pacific Center for Financial Services
California
$45.7K
PWA
1414
Physician Wealth Advisors
Utah
$45.6K +$3.74K +38 +8%
VWM
1415
Vermillion Wealth Management
Minnesota
$45.5K +$98 +1 +0.2%
WA
1416
Whipplewood Advisors
Colorado
$44.9K -$11.4K -116 -19%
FFWM
1417
Future Financial Wealth Management
Ohio
$44.9K
HC
1418
Hoese & Co
Minnesota
$44.9K
RF
1419
Rossby Financial
Florida
$44.8K -$6.01K -61 -11%
PWMG
1420
Prestige Wealth Management Group
New Jersey
$44.2K +$5.32K +54 +12%
HIA
1421
Harbor Investment Advisory
Maryland
$41.1K +$98 +1 +0.2%
RMC
1422
Resources Management Corp
Connecticut
$41K -$523K -5,315 -92%
WSC
1423
Wellington Shields & Co
New York
$40.8K
TFIPS
1424
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.4K
FPB
1425
First PREMIER Bank
South Dakota
$40K