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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1151
Kelly Financial Services
Massachusetts
$21.2K – – –
SWM
1152
Selective Wealth Management
Virginia
$21K +$21.7K +100 +2,500%
CFFP
1153
Center for Financial Planning
Michigan
$20K – – –
CCM
1154
Cribstone Capital Management
Maine
$20K – – –
RA
1155
Resolute Advisors
California
$20K – – –
IFAM
1156
Institutional & Family Asset Management
Colorado
$20K +$7.61K +35 +54%
FCA
1157
FinTrust Capital Advisors
South Carolina
$19K – – –
PP
1158
PrairieView Partners
Minnesota
$19K – – –
PA
1159
PSI Advisors
Florida
$19K +$21.1K +97 New
Kayne Anderson Rudnick Investment Management
1160
Kayne Anderson Rudnick Investment Management
California
$18K -$14.6K -67 -43%
TC
1161
Truvestments Capital
Florida
$18K -$870 -4 -4%
GCM
1162
Gables Capital Management
Florida
$18K – – –
MWC
1163
MBM Wealth Consultants
Missouri
$18K – – –
PB
1164
Pinnacle Bancorp
Nebraska
$18K – – –
HI
1165
Hoey Investments
Pennsylvania
$18K +$19.6K +90 New
TCCM
1166
Timber Creek Capital Management
Massachusetts
$17K – – –
CFA
1167
Cahill Financial Advisors
Minnesota
$17K +$18.5K +85 New
TFGT
1168
TS Financial Group (TSFG)
Illinois
$16K – – –
ETC
1169
Exchange Traded Concepts
Oklahoma
$15K -$202K -927 -93%
PO
1170
Private Ocean
California
$15K -$18.7K -86 -53%
SPWG
1171
Sage Private Wealth Group
Illinois
$15K – – –
TF
1172
TimeScale Financial
Massachusetts
$15K – – –
TWM
1173
Tradition Wealth Management
Minnesota
$15K +$217 +1 +1%
BHWM
1174
Bay Harbor Wealth Management
Maryland
$15K +$14.8K +68 +1,360%
WIA
1175
Wealthstreet Investment Advisors
Texas
$14K -$137K -630 -90%