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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$14K +$16.7K +30 New
CHA
852
Carmichael Hill & Associates
Maryland
$13K – – –
DWP
853
Destiny Wealth Partners
Florida
$13K +$5.02K +9 +50%
LWP
854
Laurel Wealth Planning
Minnesota
$12K – – –
SCA
855
Stonebridge Capital Advisors
Minnesota
$12K – – –
BIA
856
Bell Investment Advisors
California
$12K +$14.5K +26 New
DCM
857
Dimension Capital Management
Florida
$12K +$5.6M +10,026 New
HI
858
Hudock Inc
Pennsylvania
$11K – – –
MCM
859
Manchester Capital Management
Vermont
$11K – – –
TIM
860
Tortoise Investment Management
New York
$11K – – –
CAL
861
Capital Analysts LLC
Pennsylvania
$11K +$6.7K +12 +120%
AWM
862
Atticus Wealth Management
Florida
$10K – – –
LPWM
863
Lake Point Wealth Management
Texas
$10K – – –
SA
864
SRH Advisors
Kansas
$10K – – –
UIA
865
Ulland Investment Advisors
Minnesota
$9K +$1.68K +3 +20%
AW
866
Avion Wealth
Texas
$9K +$10K +18 New
BWM
867
Baystate Wealth Management
Massachusetts
$8K -$9.49K -17 -52%
LF
868
Lee Financial
Texas
$8K – – –
PWMG
869
Prestige Wealth Management Group
New Jersey
$8K – – –
FCMT
870
Founders Capital Management (Texas)
Texas
$8K +$8.93K +16 New
UCB
871
United Community Bank
South Carolina
$7.14K – – –
EDRH
872
Edmond de Rothschild Holding
Switzerland
$7K – – –
SIM
873
Studio Investment Management
Illinois
$7K +$8.37K +15 New
FSWA
874
Financial Synergies Wealth Advisors
Texas
$6.19K +$7.26K +13 New
SSG
875
Summit Securities Group
New York
$6K -$184K -329 -96%