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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
951
Bedel Financial Consulting
Indiana
$38K
SIS
952
Sound Income Strategies
Florida
$38K
TVWM
953
Tower View Wealth Management
Wisconsin
$36K +$155 +3 +0.5%
BCA
954
Berman Capital Advisors
Georgia
$36K +$7.53K +146 +28%
FA
955
Financial Advantage
Maryland
$35K
BWM
956
Baystate Wealth Management
Massachusetts
$34K +$103 +2 +0.3%
SGAM
957
Smith Group Asset Management
Texas
$33K -$12.9K -250 -29%
BC
958
Bartlett & Co
Ohio
$33K
BCWM
959
Bartlett & Co Wealth Management
Ohio
$32.9K
VEA
960
Virtus ETF Advisers
New York
$32K +$29.7K +577 New
GAM
961
Gemmer Asset Management
California
$29K
PMFA
962
Plante Moran Financial Advisors
Michigan
$27K +$155 +3 +0.6%
PRC
963
Pearl River Capital
Michigan
$27K +$25.8K +501 New
KFA
964
Krane Funds Advisors
New York
$25K +$23.7K +459 New
SMFS
965
Squar Milner Financial Services
California
$24K -$139K -2,700 -86%
AWM
966
AllSquare Wealth Management
New York
$24K
TCCM
967
Timber Creek Capital Management
Massachusetts
$24K
LWA
968
Lowe Wealth Advisors
Maryland
$22K +$20.6K +400 New
VCM
969
Versant Capital Management
Arizona
$21K -$5.93K -115 -22%
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$21K
RE
971
RBC Europe
United Kingdom
$20.8K
FRA
972
Front Row Advisors
California
$20K -$5.98K -116 -24%
TFO
973
Tarbox Family Office
California
$20K +$928 +18 +5%
WPA
974
West Paces Advisors
Georgia
$19.1K
WEC
975
Winslow Evans & Crocker
Massachusetts
$18K