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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
926
JNBA Financial Advisors
Minnesota
$13K +$14.1K +100 New
TF
927
Tompkins Financial
New York
$13K +$14.1K +100 New
WPA
928
West Paces Advisors
Georgia
$12.8K – – –
TL
929
TrueWealth LLC
Georgia
$12K -$9.18K -65 -42%
RFA
930
Reilly Financial Advisors
California
$11K -$42.4K -300 -79%
HR
931
Howe & Rusling
New York
$11K -$4.24K -30 -27%
CFD
932
Creative Financial Designs
Indiana
$11K +$141 +1 +1%
LWANC
933
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11.3K +80 New
BBA
934
Braun-Bostich & Associates
Pennsylvania
$10K -$17.9K -127 -62%
Pacer Advisors
935
Pacer Advisors
Pennsylvania
$9K -$2.1M -14,881 -100%
GRP
936
Global Retirement Partners
California
$9K -$98.8K -700 -91%
AIS
937
Accurate Investment Solutions
Pennsylvania
$9K – – –
WAS
938
Winch Advisory Services
Wisconsin
$9K +$141 +1 +1%
PCM
939
Prelude Capital Management
New York
$9K +$9.46K +67 New
LFA
940
Legacy Financial Advisors
Kentucky
$8K +$5.08K +36 +150%
APSP
941
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K – – –
AIA
942
Alera Investment Advisors
Illinois
$7K +$7.06K +50 New
CC
943
Claybrook Capital
Massachusetts
$7K +$7.34K +52 New
WDL
944
Well Done LLC
Michigan
$7K +$7.34K +52 New
LWM
945
Liberty Wealth Management
California
$6K +$6.92K +49 New
MSA
946
Marino Stram & Associates
Massachusetts
$5K -$706 -5 -12%
NWM
947
Northwest Wealth Management
Iowa
$5K – – –
OC
948
Oakworth Capital
Alabama
$5K – – –
PGWM
949
Parisi Gray Wealth Management
New Jersey
$5K – – –
PMFA
950
Plante Moran Financial Advisors
Michigan
$5K – – –