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Name Holding Trade Value Shares
Change
Change in
Stake
FP
851
Financial Perspectives
Minnesota
$31.4K
CFO
852
CVA Family Office
Colorado
$31K
CA
853
Crewe Advisors
Utah
$30K +$2.26K +62 +8%
MAM
854
Marquette Asset Management
Minnesota
$29K
RCA
855
Ranch Capital Advisors
Florida
$26K -$3.02K -83 -10%
BFC
856
Bedel Financial Consulting
Indiana
$25K
BWP
857
Baldwin Wealth Partners
Massachusetts
$24K
DI
858
Disciplined Investments
Oklahoma
$24K
RIM
859
Rockbridge Investment Management
New York
$24K
FA
860
Financial Advantage
Maryland
$23K
JSC
861
Jackson Square Capital
California
$23K
BWM
862
Baystate Wealth Management
Massachusetts
$23K +$146 +4 +0.6%
BC
863
Bartlett & Co
Ohio
$22K
HWM
864
Holloway Wealth Management
Florida
$22K
LF
865
Lee Financial
Texas
$22K
TFO
866
Tarbox Family Office
California
$22K
WB
867
Webster Bank
Connecticut
$22K
FRA
868
Front Row Advisors
California
$22K +$3.13K +86 +22%
BCWM
869
Bartlett & Co Wealth Management
Ohio
$21.8K
SGAM
870
Smith Group Asset Management
Texas
$21K +$182 +5 +0.9%
CAGAS
871
Capital Advisory Group Advisory Services
Minnesota
$20K -$5.79K -159 -23%
LWA
872
Lenox Wealth Advisors
New York
$20K
WAS
873
Winch Advisory Services
Wisconsin
$20K +$146 +4 +0.8%
CA
874
Clearstead Advisors
Ohio
$20K +$17.2K +473 +591%
AWA
875
Arkadios Wealth Advisors
Georgia
$19.9K -$1.27K -35 -6%