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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
926
Center for Financial Planning
Michigan
$49K
BCM
927
Bourgeon Capital Management
Connecticut
$49K +$246 +6 +0.5%
MA
928
MCF Advisors
Kentucky
$47K
TSW
929
Thompson Siegel & Walmsley
Virginia
$45K
SIM
930
Sonora Investment Management
Arizona
$44K -$7.78K -190 -16%
LGA
931
Lebenthal Global Advisors
New York
$44K +$40.9K +1,000 New
RTC
932
Riverview Trust Company
Washington
$39K
FP
933
Financial Perspectives
Minnesota
$38.4K
CI
934
CX Institutional
Indiana
$38K -$14.2K -348 -29%
CFO
935
CVA Family Office
Colorado
$38K
CCA
936
Childress Capital Advisors
Texas
$38K +$34.6K +846 New
PWM
937
Perigon Wealth Management
California
$37K +$34.4K +841 New
MAM
938
Marquette Asset Management
Minnesota
$36K
CWA
939
Clearview Wealth Advisors
Oregon
$36K +$32.9K +803 New
CA
940
Crewe Advisors
Utah
$34K -$2.54K -62 -7%
AA
941
Ancora Advisors
Ohio
$34K +$15.1K +370 +93%
RCA
942
Ranch Capital Advisors
Florida
$32K
ADIM
943
Alpha DNA Investment Management
Maryland
$32K +$30.3K +741 New
BFC
944
Bedel Financial Consulting
Indiana
$31K
AFS
945
Annapolis Financial Services
Maryland
$31K +$28.7K +700 New
IPW
946
IronBridge Private Wealth
Texas
$30K +$27.4K +670 New
GSAM
947
Grant Street Asset Management
Pennsylvania
$30K +$28.1K +686 New
BWP
948
Baldwin Wealth Partners
Massachusetts
$29K
RIM
949
Rockbridge Investment Management
New York
$29K
FA
950
Financial Advantage
Maryland
$28K