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Name Holding Trade Value Shares
Change
Change in
Stake
AP
801
Atwood & Palmer
Missouri
$80K -$62.1K -765 -43%
FP
802
Financial Perspectives
Minnesota
$79.9K
PWMG
803
Prestige Wealth Management Group
New Jersey
$79K -$3.08K -38 -4%
WB
804
Webster Bank
Connecticut
$79K
SFS
805
Sowell Financial Services
Arkansas
$79K +$2.27K +28 +3%
LWP
806
Lumature Wealth Partners
Georgia
$79K +$80.5K +992 New
FFW
807
Fusion Family Wealth
New York
$78K
OCM
808
Orion Capital Management
California
$78K
CAL
809
Capital Advisors Ltd
Ohio
$71K
SIM
810
Sonora Investment Management
Arizona
$66K +$6.9K +85 +11%
PCG
811
Private Capital Group
Connecticut
$62K +$162 +2 +0.3%
JWBC
812
John W. Brooker & Co
California
$62K +$325 +4 +0.5%
ECM
813
Estabrook Capital Management
New York
$61.9K -$12.2K -150 -16%
CA
814
Clearstead Advisors
Ohio
$59K
GEA
815
Glen Eagle Advisors
New Jersey
$57.4K
HWA
816
Heritage Wealth Advisors
Virginia
$55.9K
ED
817
Exane Derivatives
France
$53K +$20K +247 +59%
PMFA
818
Plante Moran Financial Advisors
Michigan
$52K +$3.49K +43 +7%
AssetMark Inc
819
AssetMark Inc
California
$49K -$11.3K -139 -18%
BFC
820
Bedel Financial Consulting
Indiana
$47K
MLFP
821
MPS Loria Financial Planners
Illinois
$46K -$2.84K -35 -6%
AF
822
Advisornet Financial
Minnesota
$44K -$12K -148 -21%
KC
823
Knuff & Co
California
$44K +$162 +2 +0.4%
WPA
824
West Paces Advisors
Georgia
$42.1K +$18.3K +226 +75%
EWM
825
Edge Wealth Management
New York
$40K +$40.6K +500 New