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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Private Wealth Management Group
New Jersey
$6K +$421 +9 +8%
WT
627
Washington Trust
Rhode Island
$5.34K +$1.92K +41 +65%
CPG
628
Cornerstone Planning Group
New Jersey
$5.28K – – –
DP
629
Denver PWM
Colorado
$5.28K +$4.82K +103 New
GI
630
Gradient Investments
Minnesota
$5.13K – – –
RTL
631
Red Tortoise LLC
Georgia
$5.13K – – –
PMFA
632
Plante Moran Financial Advisors
Michigan
$5.09K – – –
ETC
633
Exchange Traded Concepts
Oklahoma
$4.77K -$4.31K -92 -50%
AAP
634
Arax Advisory Partners
Colorado
$4.72K +$4.31K +92 New
SC
635
Stephens Consulting
Michigan
$4.61K – – –
FCA
636
FinTrust Capital Advisors
South Carolina
$4.25K – – –
AGWCA
637
Annis Gardner Whiting Capital Advisors
Florida
$4.25K +$890 +19 +30%
RWM
638
Raffa Wealth Management
District of Columbia
$4.05K – – –
FFO
639
Fortitude Family Office
Arizona
$4.05K +$328 +7 +10%
VNA
640
Valley National Advisers
Pennsylvania
$4K +$937 +20 +27%
AAG
641
Armstrong Advisory Group
Massachusetts
$4K – – –
BF
642
BOK Financial
Oklahoma
$3.95K – – –
CB
643
CNB Bank
Pennsylvania
$3.85K +$3.51K +75 New
SL
644
Salomon & Ludwin
Virginia
$3.79K – – –
AF
645
Advisornet Financial
Minnesota
$3.64K -$15.5K -332 -82%
AWM
646
Abound Wealth Management
Tennessee
$3.39K – – –
ACM
647
Anfield Capital Management
California
$3.28K +$1.83K +39 +156%
DWA
648
Delos Wealth Advisors
Texas
$3.23K – – –
UWS
649
Unique Wealth Strategies
Illinois
$3.18K +$3.42K +73 New
LJHT
650
Laurie J. Hall Trustee
$3K – – –