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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Barrett Asset Management
New York
$18K
TIM
852
Tortoise Investment Management
New York
$17K
OAJ
853
Ogorek Anthony Joseph
New York
$16K
PMFA
854
Plante Moran Financial Advisors
Michigan
$16K
BA
855
Bellwether Advisors
Nebraska
$16K +$17.3K +22 New
LPWM
856
Lake Point Wealth Management
Texas
$15K
OCM
857
Orion Capital Management
California
$15K
SA
858
SRH Advisors
Kansas
$15K
SCA
859
Stonebridge Capital Advisors
Minnesota
$13K -$11.8K -15 -45%
WAS
860
Winch Advisory Services
Wisconsin
$13K +$2.36K +3 +20%
DWP
861
Destiny Wealth Partners
Florida
$13K +$14.1K +18 New
RE
862
RBC Europe
United Kingdom
$12.7K +$13.4K +17 New
BWM
863
Baystate Wealth Management
Massachusetts
$12K +$6.29K +8 +100%
CFA
864
Carroll Financial Associates
North Carolina
$11K +$12.6K +16 New
BWA
865
BDO Wealth Advisors
Florida
$10K -$1.57K -2 -13%
EDRH
866
Edmond de Rothschild Holding
Switzerland
$10K
HWM
867
Holloway Wealth Management
Florida
$10K
HR
868
Howe & Rusling
New York
$10K
Jones Financial Companies
869
Jones Financial Companies
Missouri
$10K
TC
870
Truvestments Capital
Florida
$10K
HI
871
Hudock Inc
Pennsylvania
$8K
GI
872
Gradient Investments
Minnesota
$8K +$8.65K +11 New
KIG
873
Kowal Investment Group
Wisconsin
$8K +$8.65K +11 New
EBA
874
Eagle Bay Advisors
New York
$8K +$9.43K +12 New
KFS
875
Kelly Financial Services
Massachusetts
$7.45K -$5.42M -6,898 -100%