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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
401
Cornerstone Planning Group
New Jersey
$10.7K +$1.01K +69 +11%
PP
402
PFS Partners
New Jersey
$10.1K +$132 +9 +1%
PWMG
403
Prestige Wealth Management Group
New Jersey
$9.67K – – –
PWA
404
Physician Wealth Advisors
Utah
$9.55K – – –
AAG
405
Armstrong Advisory Group
Massachusetts
$9.34K – – –
RS
406
Rakuten Securities
Japan
$9.03K +$1.48K +101 +20%
KPP
407
Kings Path Partners
Texas
$9.01K – – –
GKIM
408
GW&K Investment Management
Massachusetts
$9K +$5.88K +402 +230%
MA
409
MCF Advisors
Kentucky
$8.8K +$6.83K +467 +392%
VFM
410
Vision Financial Markets
Connecticut
$8.19K – – –
FMTCOCP
411
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
JWA
412
JFS Wealth Advisors
Pennsylvania
$7.96K – – –
GWM
413
Geneos Wealth Management
Colorado
$7.89K – – –
BFS
414
Bare Financial Services
Pennsylvania
$7.57K +$1.24K +85 +20%
CAM
415
Costello Asset Management
Pennsylvania
$7.51K – – –
SWIM
416
Smallwood Wealth Investment Management
New Jersey
$7.31K – – –
HWA
417
Heritage Wealth Advisors
Virginia
$7.17K – – –
BWAM
418
Boyd Watterson Asset Management
Ohio
$7.13K – – –
EP
419
Essential Partners
California
$6.98K – – –
VWM
420
Vermillion Wealth Management
Minnesota
$6.98K – – –
AG
421
AmeriFlex Group
Nevada
$6.98K +$102 +7 +2%
LHEI
422
Leo H. Evart Inc
California
$6.82K +$6.64K +454 New
Q1WB
423
Quest 10 Wealth Builders
Virginia
$6.75K -$44 -3 -0.7%
AA
424
Ancora Advisors
Ohio
$6.68K +$5K +342 +332%
ADL
425
Asset Dedication LLC
California
$6.67K -$39.5K -2,700 -86%
15 16
17
18 19