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Name Holding Trade Value Shares
Change
Change in
Stake
EW
301
Evoke Wealth
California
$11K -$2.13K -113 -17%
GI
302
Gradient Investments
Minnesota
$8K – – –
CYG
303
Clean Yield Group
Vermont
$7K +$6.61K +350 New
WQ
304
Wealth Quarterback
New Jersey
$7K +$6.78K +359 New
BCM
305
Blume Capital Management
California
$6K – – –
CWP
306
Concord Wealth Partners
Virginia
$6K – – –
1IA
307
1834 Investment Advisors
Wisconsin
$6K +$1.04K +55 +20%
BWM
308
BerganKDV Wealth Management
Minnesota
$6K +$5.66K +300 New
SWM
309
Spire Wealth Management
Virginia
$5K -$27.4K -1,451 -86%
BCA
310
Berman Capital Advisors
Georgia
$5K – – –
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FFA
312
Freedman Financial Associates
Massachusetts
$5K – – –
JWM
313
Janiczek Wealth Management
Colorado
$5K – – –
AWM
314
Accel Wealth Management
Iowa
$4K – – –
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CCMW
316
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
GWS
317
Glassman Wealth Services
Virginia
$4K – – –
BFEC
318
Benjamin F. Edwards & Company
Missouri
$3K – – –
CFD
319
Creative Financial Designs
Indiana
$3K – – –
AIM
320
Anchor Investment Management
South Carolina
$2.49K – – –
CQS
321
Credential Qtrade Securities
$2.24K – – –
BAM
322
Bellevue Asset Management
Washington
$2K – – –
EARNEST Partners
323
EARNEST Partners
Georgia
$2K – – –
Bessemer Group
324
Bessemer Group
New Jersey
$2K +$1.87K +99 New
SIM
325
Sonora Investment Management
Arizona
$2K +$1.98K +105 New