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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
701
CVA Family Office
Colorado
$15K – – –
GRP
702
Global Retirement Partners
California
$14K – – –
PK
703
Pflug Koory
Nebraska
$14K – – –
TWP
704
TFO Wealth Partners
Ohio
$14K +$13.4K +67 New
HL
705
Harding Loevner
New Jersey
$13K -$177M -886,561 -100%
ST
706
Smithfield Trust
Pennsylvania
$13K -$54.8K -274 -82%
AP
707
Arlington Partners
Alabama
$13K – – –
CFN
708
Cordasco Financial Network
Florida
$13K – – –
FPFS
709
First Personal Financial Services
North Carolina
$13K – – –
JPLA
710
Joseph P. Lucia & Associates
New York
$13K – – –
WOC
711
West Oak Capital
California
$13K – – –
TCM
712
Tradewinds Capital Management
Washington
$12K – – –
GWSG
713
GPS Wealth Strategies Group
Colorado
$11K -$5.2K -26 -32%
Bessemer Group
714
Bessemer Group
New Jersey
$10K -$9.79M -48,912 -100%
DRS
715
Deane Retirement Strategies
Louisiana
$10K – – –
SWM
716
Selective Wealth Management
Virginia
$10K – – –
SA
717
SRH Advisors
Kansas
$10K – – –
WWM
718
Wolff Wiese Magana
California
$10K – – –
WAM
719
Wolverine Asset Management
Illinois
$10K – – –
LWM
720
Liberty Wealth Management
California
$9K +$6K +30 +188%
RIM
721
Rockbridge Investment Management
New York
$8K – – –
GEA
722
Glen Eagle Advisors
New Jersey
$7.95K – – –
AFS
723
Annapolis Financial Services
Maryland
$7K -$50K -250 -88%
PCG
724
Private Capital Group
Connecticut
$7K – – –
SBL
725
Sargent Bickham Lagudis
Colorado
$7K +$1K +5 +17%