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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
351
Key Capital Management
Tennessee
$4.92K – – –
HPC
352
HM Payson & Co
Maine
$4.7K – – –
DAM
353
Davis Asset Management
California
$4.62K – – –
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.62K – – –
BWA
355
Basecamp Wealth Advisors
Washington
$4.55K +$46 +2 +0.9%
CWM
356
Consultiva Wealth Management
Puerto Rico
$4.47K – – –
CA
357
CoreCap Advisors
Michigan
$4.33K +$2.15K +94 +80%
EP
358
Essential Partners
California
$4.29K -$18.8K -823 -80%
MFS
359
Montgomery Financial Services
Maryland
$4.27K +$4.76K +208 New
SWM
360
SHP Wealth Management
Massachusetts
$4.19K – – –
QC
361
Quent Capital
New York
$4.13K -$2.02K -88 -30%
PS
362
Pinney & Scofield
Massachusetts
$4.1K – – –
HDIM
363
Hanson & Doremus Investment Management
Vermont
$4K – – –
CSC
364
Caldwell Sutter Capital
California
$3.94K – – –
CCWM
365
Cassaday & Co Wealth Management
Virginia
$3.92K – – –
AssetMark Inc
366
AssetMark Inc
California
$3.86K -$12K -522 -74%
SFCL
367
Strengthening Families & Communities LLC
Massachusetts
$3.75K -$23 -1 -0.5%
SIC
368
SJS Investment Consulting
Ohio
$3.71K +$4.14K +181 New
PFBT
369
Parkside Financial Bank & Trust
Missouri
$3.65K – – –
NSG
370
Nalls Sherbakoff Group
Tennessee
$3.61K – – –
IFWM
371
Institute for Wealth Management
Colorado
$3.47K +$3.87K +169 New
S
372
Sachetta
Massachusetts
$3.41K – – –
QL
373
Quarry LP
New York
$3.39K +$3.78K +165 New
MG
374
Mather Group
Illinois
$3.3K – – –
KFA
375
Kelleher Financial Advisors
New York
$3.28K +$1.83K +80 +100%