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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
251
Cornerstone Planning Group
New Jersey
$1.86K – – –
MA
252
Montag & Associates
Georgia
$1.81K +$1.4K +125 New
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$1.7K -$669 -60 -34%
CYG
254
Clean Yield Group
Vermont
$1.64K – – –
TLA
255
Tanglewood Legacy Advisors
Texas
$1.45K – – –
IA
256
IFP Advisors
Florida
$1.42K -$223 -20 -17%
QL
257
Quarry LP
New York
$1.36K -$1.89K -169 -64%
BAM
258
Bellevue Asset Management
Washington
$1.18K +$904 +81 New
CMBA
259
C.M. Bidwell & Associates
Hawaii
$1.16K – – –
CA
260
CoreCap Advisors
Michigan
$987 +$759 +68 New
HFS
261
Hughes Financial Services
Virginia
$871 +$625 +56 +1,400%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$813 – – –
SS
263
SBI Securities
Japan
$741 -$89 -8 -14%
WWM
264
Wolff Wiese Magana
California
$726 – – –
QC
265
Quent Capital
New York
$653 -$2.78K -249 -85%
IPS
266
Investors Portfolio Services
Washington
$595 – – –
IFWM
267
Institute for Wealth Management
Colorado
$480 +$368 +33 New
GWM
268
Gilpin Wealth Management
Colorado
$465 – – –
PMFA
269
Plante Moran Financial Advisors
Michigan
$465 +$357 +32 New
TWD
270
True Wealth Design
Ohio
$407 -$669 -60 -68%
AW
271
Ankerstar Wealth
Texas
$407 – – –
BWL
272
Bogart Wealth LLC
Virginia
$383 – – –
NS
273
NBC Securities
Alabama
$363 – – –
FFO
274
Fortitude Family Office
Arizona
$247 +$190 +17 New
JWA
275
JFS Wealth Advisors
Pennsylvania
$233 +$179 +16 New