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WSE
Wise Group
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
201
SHP Wealth Management
Plymouth,
Massachusetts
| $893 | +$895 | +75 | New |
|
|
TFA
202
Transamerica Financial Advisors
St. Petersburg,
Florida
| $797 | +$800 | +67 | New |
|
|
PWA
203
Principia Wealth Advisory
Dallas,
Texas
| $750 | +$752 | +63 | New |
|
204
Nisa Investment Advisors
St. Louis,
Missouri
| $548 | +$549 | +46 | New |
|
|
PMFA
205
Plante Moran Financial Advisors
Southfield,
Michigan
| $464 | +$465 | +39 | New |
|
|
CPG
206
Cornerstone Planning Group
Fairfield,
New Jersey
| $321 | +$310 | +26 | New |
|
|
PWA
207
Physician Wealth Advisors
Midvale,
Utah
| $274 | +$275 | +23 | New |
|
|
BWL
208
Bogart Wealth LLC
Mclean,
Virginia
| $179 | +$179 | +15 | New |
|
|
MS
209
Monetary Solutions
Dayton,
Ohio
| $107 | +$107 | +9 | New |
|
|
LFG
210
Larson Financial Group
St Louis,
Missouri
| $95 | +$95 | +8 | New |
|
|
HIA
211
Highland Investment Advisors
Ponte Vedra,
Florida
| $83 | +$84 | +7 | New |
|