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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$698 +$584 +15 New
TSWM
402
Tyler-Stone Wealth Management
Ohio
$679 – – –
SIC
403
SJS Investment Consulting
Ohio
$594 -$39 -1 -7%
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$552 -$78 -2 -13%
IFAM
405
Institutional & Family Asset Management
Colorado
$509 -$3.46K -89 -88%
SWS
406
SYSTM Wealth Solutions
Illinois
$467 – – –
RIL
407
Rothschild Investment LLC
Illinois
$424 – – –
SN
408
Sittner & Nelson
Oregon
$424 +$389 +10 New
Avior Wealth Management
409
Avior Wealth Management
Nebraska
$381 +$350 +9 New
AssetMark Inc
410
AssetMark Inc
California
$339 -$594K -15,254 -100%
IRC
411
Investors Research Corp
Georgia
$339 – – –
SS
412
Sunbelt Securities
Texas
$339 – – –
BOK Financial
413
BOK Financial
Oklahoma
$334 +$117 +3 +60%
HGERS
414
Householder Group Estate & Retirement Specialist
Arizona
$297 – – –
BGAI
415
Bruce G. Allen Investments
Colorado
$255 – – –
MCM
416
Manchester Capital Management
Vermont
$170 -$118K -3,040 -100%
FG
417
Fairman Group
Pennsylvania
$170 – – –
SSB
418
Sandy Spring Bank
Maryland
$170 – – –
HCP
419
Hexagon Capital Partners
Arkansas
$127 – – –
TWP
420
TFO Wealth Partners
Ohio
$85 – – –
MCM
421
MV Capital Management
Maryland
$43 +$39 +1 New
Blue Trust Inc
422
Blue Trust Inc
Georgia
$42 -$12.5K -320 -100%
Fiera Capital (Canada)
423
Fiera Capital (Canada)
Quebec, Canada
– -$31.7M -760,552 Closed
Wellington Management Group
424
Wellington Management Group
Massachusetts
– -$31.4M -751,844 Closed
Mitsubishi UFJ Trust & Banking
425
Mitsubishi UFJ Trust & Banking
Japan
– -$22M -527,682 Closed