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Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1526
Kayne Anderson Rudnick Investment Management
California
$3.98K – – –
APC
1527
Aspire Private Capital
North Carolina
$3.65K – – –
HCM
1528
Hollencrest Capital Management
California
$3.65K +$3.48K +11 New
TCA
1529
Trifecta Capital Advisors
Illinois
$3.65K +$3.48K +11 New
FPFS
1530
First Personal Financial Services
North Carolina
$3.31K – – –
LS
1531
Leelyn Smith
Illinois
$3.31K – – –
AW
1532
Avion Wealth
Texas
$3K – – –
BHWM
1533
Bay Harbor Wealth Management
Maryland
$3K – – –
FSWA
1534
Financial Synergies Wealth Advisors
Texas
$2.98K – – –
MSFP
1535
Mark Sheptoff Financial Planning
Connecticut
$2.98K – – –
CWM
1536
Cranbrook Wealth Management
Michigan
$2.87K – – –
MLA
1537
MB, Levis & Associates
Pennsylvania
$2.74K +$2.53K +8 New
BCM
1538
Bourgeon Capital Management
Connecticut
$2.65K – – –
DWA
1539
Delos Wealth Advisors
Texas
$2.65K – – –
KLWA
1540
Kelly Lawrence W & Associates
California
$2.65K – – –
NC
1541
NewSquare Capital
Pennsylvania
$2.32K -$1.27K -4 -36%
FP
1542
Financial Perspectives
Minnesota
$2.02K – – –
JMF
1543
Johnson Midwest Financial
Iowa
$2K – – –
CCMI
1544
Creative Capital Management Investments
California
$2K +$1.9K +6 New
GA
1545
GoalVest Advisory
New York
$1.99K – – –
AWM
1546
Activest Wealth Management
Florida
$1.66K +$1.58K +5 New
RWM
1547
Ruedi Wealth Management
Illinois
$1.66K +$1.58K +5 New
TWD
1548
True Wealth Design
Ohio
$1.66K +$1.58K +5 New
WIM
1549
Westside Investment Management
California
$1.58K -$319K -1,007 -17%
WA
1550
WestEnd Advisors
North Carolina
$1.32K – – –