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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Smartleaf Asset Management
Massachusetts
$2.62K +$399 +68 +17%
JWA
352
JFS Wealth Advisors
Pennsylvania
$2.51K
HWM
353
Hemington Wealth Management
Virginia
$2K -$18 -3 -0.5%
CAM
354
Creekmur Asset Management
Illinois
$1.96K
LWMI
355
Legacy Wealth Management (Idaho)
Idaho
$1.48K -$587 -100 -27%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$1.35K
A
357
AlphaQuest
New York
$1.2K +$1.3K +222 New
TFA
358
Toth Financial Advisory
Virginia
$1.08K
SHIM
359
Stone House Investment Management
Pennsylvania
$1.08K +$1.17K +200 New
CH
360
Cromwell Holdings
Wyoming
$917 +$997 +170 New
FPF
361
First Pacific Financial
Washington
$911 +$991 +169 New
AssetMark Inc
362
AssetMark Inc
California
$609 -$76 -13 -10%
SIC
363
SJS Investment Consulting
Ohio
$561
ACM
364
Anfield Capital Management
California
$539 +$246 +42 +72%
SA
365
Scarborough Advisors
Maryland
$539 +$587 +100 New
GA
366
Guerra Advisors
Florida
$534 +$581 +99 New
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$530
KG
368
Kilter Group
New York
$469 +$510 +87 New
CT
369
Clearstead Trust
Maine
$464 +$505 +86 New
PFBT
370
Parkside Financial Bank & Trust
Missouri
$426 -$100 -17 -18%
TCM
371
TD Capital Management
Tennessee
$426
UB
372
UMB Bank
Missouri
$334 +$176 +30 +94%
TIM
373
Tortoise Investment Management
New York
$318 +$346 +59 New
MCM
374
MV Capital Management
Maryland
$302 +$329 +56 New
RFP
375
Root Financial Partners
California
$226 +$246 +42 New