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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
801
Plante Moran Financial Advisors
Michigan
$15K +$10.6K +16 +320%
OCM
802
Orion Capital Management
California
$14K – – –
SA
803
SRH Advisors
Kansas
$14K – – –
LPWM
804
Lake Point Wealth Management
Texas
$14K +$13.2K +20 New
SCA
805
Stonebridge Capital Advisors
Minnesota
$12K +$1.98K +3 +20%
PB
806
Pinnacle Bancorp
Nebraska
$11K – – –
BWA
807
BDO Wealth Advisors
Florida
$11K +$2.64K +4 +33%
HR
808
Howe & Rusling
New York
$10K -$4.62K -7 -33%
EDRH
809
Edmond de Rothschild Holding
Switzerland
$10K – – –
WAS
810
Winch Advisory Services
Wisconsin
$10K – – –
Jones Financial Companies
811
Jones Financial Companies
Missouri
$9K -$70.6K -107 -89%
HWM
812
Holloway Wealth Management
Florida
$9K – – –
TC
813
Truvestments Capital
Florida
$9K +$8.57K +13 New
LWA
814
Lenox Wealth Advisors
New York
$8K – – –
BCH
815
Berkshire Capital Holdings
California
$7K – – –
DAM
816
Delta Asset Management
Tennessee
$7K – – –
HI
817
Hudock Inc
Pennsylvania
$7K – – –
TVWM
818
Tower View Wealth Management
Wisconsin
$7K – – –
HWA
819
HHM Wealth Advisors
Tennessee
$7K +$6.6K +10 New
KFS
820
Kelly Financial Services
Massachusetts
$6.91K – – –
BCWM
821
Bartlett & Co Wealth Management
Ohio
$6.22K – – –
BC
822
Bartlett & Co
Ohio
$6K – – –
SIC
823
Salem Investment Counselors
North Carolina
$6K +$4.62K +7 +350%
BWM
824
Baystate Wealth Management
Massachusetts
$6K +$5.28K +8 New
SIA
825
SkyView Investment Advisors
New Jersey
$4K – – –