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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
1026
Financial Gravity Asset Management
Texas
$13K -$10.8K -66 -46%
FMP
1027
Financial Management Professionals
Texas
$13K +$12.3K +75 New
AIS
1028
Accurate Investment Solutions
Pennsylvania
$12K
WAS
1029
Winch Advisory Services
Wisconsin
$12K +$164 +1 +1%
JIR
1030
James Investment Research
Ohio
$11K -$704K -4,300 -99%
HIIFS
1031
Harel Insurance Investments & Financial Services
Israel
$9K -$24.1K -147 -74%
RFA
1032
Reilly Financial Advisors
California
$9K -$6.38K -39 -41%
APSP
1033
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
DSC
1034
Duncker Streett & Co
Missouri
$9K
CCM
1035
Copeland Capital Management
Pennsylvania
$8K -$25.9K -158 -78%
NCM
1036
Next Capital Management
New York
$8K +$7.69K +47 New
TA
1037
TCG Advisors
Texas
$7K -$3.11K -19 -32%
GSWM
1038
Golden State Wealth Management
California
$7K
OC
1039
Oakworth Capital
Alabama
$7K
CA
1040
Crewe Advisors
Utah
$7K +$6.55K +40 New
TC
1041
Trust Company
Kansas
$7K +$6.71K +41 New
HR
1042
Howe & Rusling
New York
$6K -$17.8K -109 -76%
Capstone Investment Advisors
1043
Capstone Investment Advisors
New York
$6K -$2.62K -16 -32%
AF
1044
Allworth Financial
California
$6K
PMFA
1045
Plante Moran Financial Advisors
Michigan
$6K
SIS
1046
Sound Income Strategies
Florida
$6K
EWA
1047
Evolution Wealth Advisors
Florida
$6K +$6.06K +37 New
LFG
1048
Larson Financial Group
Missouri
$5K
ME
1049
McIlrath & Eck
Washington
$5K
LWM
1050
Liberty Wealth Management
California
$4K