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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
926
WESPAC Advisors SoCal
California
$30K – – –
ST
927
Smithfield Trust
Pennsylvania
$29K -$6.67K -39 -19%
HR
928
Howe & Rusling
New York
$29K +$513 +3 +2%
DCM
929
Delpha Capital Management
New York
$29K +$28.6K +167 New
Carson Wealth (CWM LLC)
930
Carson Wealth (CWM LLC)
Nebraska
$28K -$180K -1,054 -87%
CA
931
Crewe Advisors
Utah
$27K +$26.3K +154 New
FAM
932
Fred Alger Management
New York
$26K -$11.5K -67 -32%
LF
933
Lee Financial
Texas
$26K +$12.7K +74 +100%
KA
934
Kaizen Advisory
Illinois
$26K +$25.1K +147 New
BWM
935
Baystate Wealth Management
Massachusetts
$25K – – –
GAM
936
Gemmer Asset Management
California
$23K – – –
IP
937
Isthmus Partners
Wisconsin
$23K – – –
WIM
938
Westside Investment Management
California
$22.6K -$1.71K -10 -7%
EWM
939
Endurance Wealth Management
Rhode Island
$22K – – –
TFO
940
Tarbox Family Office
California
$19K – – –
PAI
941
Pittenger & Anderson Inc
Nebraska
$18K -$2.91K -17 -15%
CPA
942
Clear Perspective Advisors
Illinois
$18K – – –
CCM
943
Cribstone Capital Management
Maine
$18K – – –
JFA
944
JNBA Financial Advisors
Minnesota
$18K – – –
TL
945
TrueWealth LLC
Georgia
$17K +$16.8K +98 New
KJWM
946
Kiley Juergens Wealth Management
Washington
$17K +$17.1K +100 New
WPA
947
West Paces Advisors
Georgia
$17K -$3.42K -20 -17%
HFP
948
Holistic Financial Partners
Indiana
$16K +$15.4K +90 New
PW
949
Price Wealth
Texas
$16K +$16.1K +94 New
HWM
950
Holloway Wealth Management
Florida
$14K – – –