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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1851
West Branch Capital
Massachusetts
$16.8K – – –
RWA
1852
Redmont Wealth Advisors
Illinois
$16.8K +$8.63K +30 +107%
CWM
1853
Centricity Wealth Management
Ohio
$16.5K – – –
PMFA
1854
Plante Moran Financial Advisors
Michigan
$16.5K +$14.1K +49 +613%
AEPWM
1855
Atlantic Edge Private Wealth Management
Florida
$16.2K – – –
PG
1856
Proffitt & Goodson
Tennessee
$16.2K – – –
TFGT
1857
TS Financial Group (TSFG)
Illinois
$16K – – –
CIAS
1858
CBIZ Investment Advisory Services
Ohio
$15.7K +$13.8K +48 +800%
CCM
1859
Copeland Capital Management
Pennsylvania
$15.6K – – –
RDFA
1860
Ritter Daniher Financial Advisory
Ohio
$14.5K +$14.4K +50 New
CI
1861
Clal Insurance
Israel
$14K -$20.1K -70 -59%
NWM
1862
Navigoe Wealth Management
California
$14K – – –
HCA
1863
Harbor Capital Advisors
Illinois
$14K +$2.59K +9 +24%
ITFISA
1864
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.9K -$8.06K -28 -37%
RWM
1865
Raffa Wealth Management
District of Columbia
$13.9K -$2.59K -9 -16%
SIS
1866
Sound Income Strategies
Florida
$13.7K +$863 +3 +7%
T
1867
Transce3nd
Texas
$13.6K – – –
Kayne Anderson Rudnick Investment Management
1868
Kayne Anderson Rudnick Investment Management
California
$13.3K +$3.17K +11 +31%
CWM
1869
Copia Wealth Management
Oregon
$13K – – –
FNWA
1870
Financial Network Wealth Advisors
Utah
$12.2K +$1.73K +6 +17%
FFA
1871
Frazier Financial Advisors
Ohio
$11.9K – – –
RAM
1872
Riggs Asset Management
Pennsylvania
$11.9K +$9.21K +32 +356%
RTL
1873
Red Tortoise LLC
Georgia
$11.3K – – –
AG
1874
AmeriFlex Group
Nevada
$11.1K -$94.7K -329 -89%
CW
1875
Curio Wealth
Maryland
$10.7K +$10.4K +36 +3,600%