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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
851
Carmichael Hill & Associates
Maryland
$20K – – –
CWP
852
Concord Wealth Partners
Virginia
$19K -$76.2K -97 -79%
COCM
853
Charter Oak Capital Management
New Hampshire
$19K – – –
LWP
854
Laurel Wealth Planning
Minnesota
$19K +$20.4K +26 New
BAM
855
Barrett Asset Management
New York
$18K – – –
TIM
856
Tortoise Investment Management
New York
$17K – – –
OAJ
857
Ogorek Anthony Joseph
New York
$16K – – –
PMFA
858
Plante Moran Financial Advisors
Michigan
$16K – – –
BA
859
Bellwether Advisors
Nebraska
$16K +$17.3K +22 New
LPWM
860
Lake Point Wealth Management
Texas
$15K – – –
OCM
861
Orion Capital Management
California
$15K – – –
SA
862
SRH Advisors
Kansas
$15K – – –
SCA
863
Stonebridge Capital Advisors
Minnesota
$13K – – –
WAS
864
Winch Advisory Services
Wisconsin
$13K +$2.36K +3 +20%
DWP
865
Destiny Wealth Partners
Florida
$13K +$14.1K +18 New
RE
866
RBC Europe
United Kingdom
$12.7K +$13.4K +17 New
BWM
867
Baystate Wealth Management
Massachusetts
$12K +$6.29K +8 +100%
CFA
868
Carroll Financial Associates
North Carolina
$11K +$12.6K +16 New
BWA
869
BDO Wealth Advisors
Florida
$10K -$1.57K -2 -13%
EDRH
870
Edmond de Rothschild Holding
Switzerland
$10K – – –
HWM
871
Holloway Wealth Management
Florida
$10K – – –
HR
872
Howe & Rusling
New York
$10K – – –
Jones Financial Companies
873
Jones Financial Companies
Missouri
$10K – – –
TC
874
Truvestments Capital
Florida
$10K – – –
HI
875
Hudock Inc
Pennsylvania
$8K – – –