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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.42K +167 +1,044%
TF
402
Tompkins Financial
New York
$5K +$5.29K +200 New
FWM
403
Focused Wealth Management
New York
$4K
GI
404
Gradient Investments
Minnesota
$4K
LFA
405
Legacy Financial Advisors
Kentucky
$4K
PMFA
406
Plante Moran Financial Advisors
Michigan
$4K
TFO
407
Tarbox Family Office
California
$4K
AIM
408
Anchor Investment Management
South Carolina
$3.37K
PFSC
409
Peoples Financial Services Corp
Pennsylvania
$3K -$3.31K -125 -57%
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
FHA
411
Flagship Harbor Advisors
Massachusetts
$3K
KL
412
KWMG LLC
Kansas
$3K
SIS
413
Sound Income Strategies
Florida
$3K
BRC
414
Bell Rock Capital
Delaware
$3K +$26 +1 +1%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3K +$212 +8 +8%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$2.7K +$26 +1 +1%
AAP
417
Arax Advisory Partners
Colorado
$2K -$22.5K -851 -92%
BFC
418
Bedel Financial Consulting
Indiana
$2K -$2.41K -91 -53%
JFA
419
JNBA Financial Advisors
Minnesota
$2K -$635 -24 -24%
NR
420
Newfound Research
Massachusetts
$2K -$132 -5 -6%
AOWM
421
Alpha Omega Wealth Management
Virginia
$2K
CWM
422
Cedar Wealth Management
California
$2K
CI
423
CX Institutional
Indiana
$2K
DWM
424
Destination Wealth Management
California
$2K
HR
425
Howe & Rusling
New York
$2K