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Name Holding Trade Value Shares
Change
Change in
Stake
HR
926
Howe & Rusling
New York
$29K +$513 +3 +2%
DCM
927
Delpha Capital Management
New York
$29K +$28.6K +167 New
Carson Wealth (CWM LLC)
928
Carson Wealth (CWM LLC)
Nebraska
$28K -$180K -1,054 -87%
CA
929
Crewe Advisors
Utah
$27K +$26.3K +154 New
FAM
930
Fred Alger Management
New York
$26K -$11.5K -67 -32%
LF
931
Lee Financial
Texas
$26K +$12.7K +74 +100%
KA
932
Kaizen Advisory
Illinois
$26K +$25.1K +147 New
BWM
933
Baystate Wealth Management
Massachusetts
$25K
GAM
934
Gemmer Asset Management
California
$23K
IP
935
Isthmus Partners
Wisconsin
$23K
WIM
936
Westside Investment Management
California
$22.6K -$1.71K -10 -7%
EWM
937
Endurance Wealth Management
Rhode Island
$22K
TFO
938
Tarbox Family Office
California
$19K
PAI
939
Pittenger & Anderson Inc
Nebraska
$18K -$2.91K -17 -15%
CPA
940
Clear Perspective Advisors
Illinois
$18K
CCM
941
Cribstone Capital Management
Maine
$18K
JFA
942
JNBA Financial Advisors
Minnesota
$18K
TL
943
TrueWealth LLC
Georgia
$17K +$16.8K +98 New
KJWM
944
Kiley Juergens Wealth Management
Washington
$17K +$17.1K +100 New
WPA
945
West Paces Advisors
Georgia
$17K -$3.42K -20 -17%
HFP
946
Holistic Financial Partners
Indiana
$16K +$15.4K +90 New
PW
947
Price Wealth
Texas
$16K +$16.1K +94 New
HWM
948
Holloway Wealth Management
Florida
$14K
RFA
949
Reilly Financial Advisors
California
$14K
RFM
950
Royal Fund Management
Florida
$13K +$13K +76 New