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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
901
Dougherty Wealth Advisers
Minnesota
$115K
HI
902
Human Investing
Oregon
$115K
BWP
903
Baldwin Wealth Partners
Massachusetts
$107K
AIM
904
AIA Investment Management
Singapore
$105K
CF
905
Centaurus Financial
California
$102K +$115K +381 New
SQA
906
Simon Quick Advisors
New Jersey
$100K -$4.51K -15 -4%
CHC
907
City Holding Co
West Virginia
$100K
CMBA
908
C.M. Bidwell & Associates
Hawaii
$99K -$116K -385 -51%
OIA
909
Optimum Investment Advisors
Illinois
$99K
CWP
910
CFM Wealth Partners
Texas
$98K
FCA
911
FinTrust Capital Advisors
South Carolina
$97K -$77.6K -258 -42%
FWM
912
FSA Wealth Management
Massachusetts
$94K
PCTC
913
Perkins Coie Trust Company
Washington
$94K
RFWA
914
RPg Family Wealth Advisory
Massachusetts
$91.5K -$22.5K -75 -18%
PMFA
915
Plante Moran Financial Advisors
Michigan
$91K -$7.82K -26 -7%
SIM
916
Sonora Investment Management
Arizona
$90K -$16.2K -54 -14%
FA
917
Fortis Advisors
Pennsylvania
$81K -$234K -779 -72%
PCG
918
Private Capital Group
Connecticut
$81K -$24K -80 -21%
CLOS
919
Compagnie Lombard Odier SCmA
Switzerland
$81K +$60.1K +200 +200%
HPC
920
HM Payson & Co
Maine
$80K
BWM
921
BerganKDV Wealth Management
Minnesota
$79K -$364K -1,212 -80%
DI
922
Disciplined Investments
Oklahoma
$74K
CA
923
Clearstead Advisors
Ohio
$72K
CFGS
924
Concourse Financial Group Securities
Alabama
$71K -$6.31K -21 -7%
MHR
925
Matthew Hamilton Rosenberg
$70K -$30.1K -100 -28%