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Name Holding Trade Value Shares
Change
Change in
Stake
BCH
1401
Berkshire Capital Holdings
California
$28.8K
CWM
1402
Compass Wealth Management
Connecticut
$28.8K
LB
1403
Legacy Bridge
Iowa
$28.8K
OPTFSNA
1404
Old Point Trust & Financial Services N A
Virginia
$28.8K
TVWM
1405
Tower View Wealth Management
Wisconsin
$28.8K
NFA
1406
Northwest Financial Advisors
Virginia
$28.8K +$27.7K +500 New
EWP
1407
Elevation Wealth Partners
California
$27.9K +$21.3K +384 +384%
GEA
1408
Glen Eagle Advisors
New Jersey
$27.4K +$1.44K +26 +6%
SIC
1409
SJS Investment Consulting
Ohio
$27.3K +$20.7K +374 +374%
DCP
1410
DSM Capital Partners
Florida
$25.9K -$41.5K -750 -63%
CTA
1411
Colonial Trust Advisors
South Carolina
$25.9K
MA
1412
MCF Advisors
Kentucky
$25.9K
RA
1413
RiverPark Advisors
New York
$24.8K +$1.72K +31 +8%
IAIM
1414
International Assets Investment Management
Florida
$24.7K +$77.2M +1,394,270 +5,189%
RTC
1415
Riverview Trust Company
Washington
$24.7K +$1.55K +28 +7%
CLOS
1416
Compagnie Lombard Odier SCmA
Switzerland
$23K -$221K -4,000 -91%
OLVIG
1417
Oliver Lagore Vanvalin Investment Group
Michigan
$23K
OAJ
1418
Ogorek Anthony Joseph
New York
$23K
JWA
1419
JFS Wealth Advisors
Pennsylvania
$20.7K +$498 +9 +3%
AEPWM
1420
Atlantic Edge Private Wealth Management
Florida
$20.2K
IAS
1421
IMA Advisory Services
Colorado
$20.2K +$19.4K +350 New
GFPC
1422
Global Financial Private Client
Florida
$20.1K +$16.6K +299 +598%
Kayne Anderson Rudnick Investment Management
1423
Kayne Anderson Rudnick Investment Management
California
$20.1K +$13.7K +248 +248%
HWM
1424
HighMark Wealth Management
Minnesota
$18.2K +$9.13K +165 +110%
HWM
1425
Hemington Wealth Management
Virginia
$18K +$18.7K +337 New