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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
2351
Bear Mountain Capital
Washington
$64.2K +$68.4K +320 New
BFS
2352
Burkett Financial Services
South Carolina
$62.8K +$51.5K +241 New
TCBWMS
2353
Texas Capital Bank Wealth Management Services
Texas
$62K +$4.28M +20,000 New
BHWM
2354
Beaird Harris Wealth Management
Texas
$61.8K -$19.5K -91 -28%
C
2355
Covestor
United Kingdom
$61K -$2.57K -12 -5%
AssetMark Inc
2356
AssetMark Inc
California
$61K +$4.28K +20 +9%
AP
2357
Aspect Partners
Virginia
$60.5K +$49.6K +232 New
CH
2358
Canton Hathaway
Rhode Island
$60K
NECFA
2359
New England Capital Financial Advisors
Connecticut
$58.7K
FFA
2360
Fairfield Financial Advisors
Massachusetts
$58.6K
GA
2361
GoalVest Advisory
New York
$58.6K
PGAM
2362
Princeton Global Asset Management
New Jersey
$58.5K
EC
2363
EntryPoint Capital
New York
$58.1K +$47.7K +223 New
LWA
2364
Lowe Wealth Advisors
Maryland
$57.9K
WPA
2365
West Paces Advisors
Georgia
$57.3K +$1.28K +6 +3%
BGAI
2366
Bruce G. Allen Investments
Colorado
$57.3K +$47.1K +220 New
CTB
2367
Country Trust Bank
Illinois
$56.3K
AAP
2368
Arax Advisory Partners
Colorado
$56K -$1.28K -6 -3%
IRC
2369
Investors Research Corp
Georgia
$54.7K
BIA
2370
Bell Investment Advisors
California
$54.7K +$6.63K +31 +17%
TAM
2371
Tucker Asset Management
Colorado
$54.2K -$49.4K -231 -53%
Kayne Anderson Rudnick Investment Management
2372
Kayne Anderson Rudnick Investment Management
California
$54.1K +$34.9K +163 +370%
AFS
2373
Annapolis Financial Services
Maryland
$53.7K
DWA
2374
Delos Wealth Advisors
Texas
$52.9K +$42.8K +200 +6,667%
CC
2375
Centiva Capital
New York
$52.1K -$2.23M -10,447 -98%