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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
1026
Lake Point Wealth Management
Texas
$7K – – –
LCM
1027
Logan Capital Management
Pennsylvania
$7K – – –
NSIM
1028
North Star Investment Management
Illinois
$7K – – –
CI Investments Inc
1029
CI Investments Inc
Ontario, Canada
$7K +$478 +3 +8%
WAM
1030
Worth Asset Management
Texas
$7K +$9.56K +60 New
TFM
1031
TFC Financial Management
Massachusetts
$6K – – –
C
1032
Covestor
United Kingdom
$5K -$38.1K -239 -89%
SWM
1033
Sugarloaf Wealth Management
Georgia
$5K -$10.8K -68 -72%
MS
1034
Mizuho Securities
Japan
$5K -$159 -1 -3%
HWA
1035
HHM Wealth Advisors
Tennessee
$5K – – –
TCM
1036
Tradewinds Capital Management
Washington
$5K – – –
SJIM
1037
St. Johns Investment Management
Florida
$5K +$4.3K +27 New
ECM
1038
Estabrook Capital Management
New York
$4.98K – – –
HS
1039
Horan Securities
United States
$4K -$159 -1 -5%
BWM
1040
Baystate Wealth Management
Massachusetts
$4K – – –
AA
1041
AlphaMark Advisors
Kentucky
$4K +$3.35K +21 New
BHWM
1042
Beaird Harris Wealth Management
Texas
$3K – – –
DWA
1043
Delos Wealth Advisors
Texas
$3K – – –
PCA
1044
Providence Capital Advisors
North Carolina
$3K – – –
RG
1045
Retirement Group
California
$3K – – –
SSC
1046
Syverson Strege & Co
Iowa
$3K – – –
TIM
1047
Tevis Investment Management
Texas
$3K – – –
CFO
1048
CVA Family Office
Colorado
$3K +$796 +5 +36%
MAM
1049
Meeder Asset Management
Ohio
$3K +$3.03K +19 New
SWA
1050
Sutton Wealth Advisors
Florida
$2.58K – – –