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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
476
Northwest Wealth Management
Iowa
$43K
OAM
477
Oppenheimer Asset Management
New York
$43K +$43.7K +656 New
BCWM
478
Bartlett & Co Wealth Management
Ohio
$42K
BC
479
Bartlett & Co
Ohio
$42K
KA
480
Kaizen Advisory
Illinois
$42K +$6.07K +91 +16%
VFA
481
Valeo Financial Advisors
Indiana
$41K -$1.8K -27 -4%
LF
482
Lee Financial
Texas
$40K -$133K -2,000 -76%
MIP
483
Mondrian Investment Partners
United Kingdom
$40K +$40.5K +607 New
CAC
484
Certified Advisory Corp
Florida
$39K
RMC
485
Resources Management Corp
Connecticut
$39K
SIS
486
Sound Income Strategies
Florida
$39K +$40K +600 New
CA
487
Claro Advisors
Massachusetts
$37K +$38.5K +578 New
IDBONY
488
Israel Discount Bank of New York
New York
$36K
LFA
489
Legacy Financial Advisors
Kentucky
$35K
JA
490
JOYN Advisors
Georgia
$34K -$2.07K -31 -6%
NFG
491
Next Financial Group
Texas
$34K +$34.3K +515 New
PWMG
492
Prestige Wealth Management Group
New Jersey
$34K +$34.5K +517 New
IF
493
Ironwood Financial
Arizona
$31K +$32.1K +481 New
BTNA
494
Bremer Trust National Association
Minnesota
$31K +$32.3K +485 New
BFC
495
Bedel Financial Consulting
Indiana
$30K
AIM
496
Anchor Investment Management
South Carolina
$29.7K +$200 +3 +0.7%
CTB
497
Country Trust Bank
Illinois
$28K
VCM
498
Versant Capital Management
Arizona
$27K
BCA
499
Berman Capital Advisors
Georgia
$27K +$28.2K +423 New
BAM
500
Barrett Asset Management
New York
$26K