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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
526
Kelly Financial Services
Massachusetts
$6.91K – – –
FCM
527
Firestone Capital Management
Florida
$6K – – –
LWA
528
Lenox Wealth Advisors
New York
$6K +$6.3K +130 New
AWA
529
Arkadios Wealth Advisors
Georgia
$5K -$13.1K -271 -73%
COCM
530
Charter Oak Capital Management
New Hampshire
$5K – – –
FMP
531
Financial Management Professionals
Texas
$5K +$387 +8 +8%
FRA
532
Front Row Advisors
California
$4K – – –
WPA
533
West Paces Advisors
Georgia
$3.55K +$3.49K +72 New
ACA
534
Atlas Capital Advisors
Wyoming
$3.35K +$3.29K +68 New
BCWM
535
Bartlett & Co Wealth Management
Ohio
$3.35K – – –
BC
536
Bartlett & Co
Ohio
$3K – – –
CAL
537
Capital Analysts LLC
Pennsylvania
$3K – – –
CWC
538
Carolinas Wealth Consulting
North Carolina
$3K – – –
GAM
539
Gemmer Asset Management
California
$3K – – –
VCM
540
Vigilant Capital Management
Maine
$3K +$3.39K +70 New
CAGAS
541
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
BCA
542
Berman Capital Advisors
Georgia
$2K +$678 +14 +52%
CFD
543
Creative Financial Designs
Indiana
$2K +$2.03K +42 New
MCM
544
Manchester Capital Management
Vermont
$2K +$2.13K +44 New
SIS
545
Sound Income Strategies
Florida
$1K -$18.9K -391 -97%
RIM
546
Rockbridge Investment Management
New York
$1K -$4.84K -100 -83%
EARNEST Partners
547
EARNEST Partners
Georgia
$1K – – –
PMFA
548
Plante Moran Financial Advisors
Michigan
$1K – – –
RDWM
549
Red Door Wealth Management
Tennessee
$1K +$1.94K +40 New
MSE
550
MUFG Securities EMEA
United Kingdom
– -$78.6M -1,742,000 Closed