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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2101
Valley Wealth Managers
New Jersey
$107K -$6.23K -33 -6%
ECM
2102
EMC Capital Management
Texas
$105K +$18.9K +100 +25%
DWA
2103
Dougherty Wealth Advisers
Minnesota
$105K
S
2104
Sachetta
Massachusetts
$100K -$14.7K -78 -14%
PCFFS
2105
Pacific Center for Financial Services
California
$99.3K
GA
2106
GoalVest Advisory
New York
$97.6K +$4.72K +25 +6%
FP
2107
Financial Perspectives
Minnesota
$97.2K
WCM
2108
WealthTrak Capital Management
Virginia
$97K +$29.7K +157 +51%
DF
2109
Dunhill Financial
United Kingdom
$96.2K +$19.6K +104 +29%
PP
2110
PFS Partners
New Jersey
$96.2K
Kayne Anderson Rudnick Investment Management
2111
Kayne Anderson Rudnick Investment Management
California
$94.8K +$51.9K +275 +155%
PAG
2112
Paladin Advisory Group
Iowa
$94.1K
DMBA
2113
Deseret Mutual Benefit Administrators
Utah
$93.5K
NC
2114
NewSquare Capital
Pennsylvania
$92.8K +$39.3K +208 +89%
CFFP
2115
Center for Financial Planning
Michigan
$92.6K -$11.3K -60 -12%
SC
2116
Sawyer & Company
Massachusetts
$92.4K
ATC
2117
Advantage Trust Company
Kansas
$92.2K
KB
2118
Kimelman & Baird
New York
$90.8K -$1.32K -7 -2%
FNWA
2119
Financial Network Wealth Advisors
Utah
$90.3K -$4.72K -25 -5%
TFM
2120
TFC Financial Management
Massachusetts
$89.5K +$567 +3 +0.7%
NWM
2121
Nova Wealth Management
Florida
$88.2K +$22.9K +121 +40%
FS
2122
Financially Speaking
Colorado
$87.4K +$78.8K +417 New
CAM
2123
Costello Asset Management
Pennsylvania
$87.2K
MSFP
2124
Mark Sheptoff Financial Planning
Connecticut
$86.9K
PS
2125
Pinney & Scofield
Massachusetts
$85.7K -$7.55K -40 -9%