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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1051
Balentine LLC
Georgia
$6K -$133K -754 -96%
AF
1052
Allworth Financial
California
$6K
HR
1053
Howe & Rusling
New York
$6K
LFG
1054
Larson Financial Group
Missouri
$6K
ME
1055
McIlrath & Eck
Washington
$6K
SIS
1056
Sound Income Strategies
Florida
$6K
LWM
1057
Liberty Wealth Management
California
$5K
SWM
1058
Selective Wealth Management
Virginia
$5K +$176 +1 +4%
SMFS
1059
Squar Milner Financial Services
California
$5K +$4.93K +28 New
FMP
1060
Financial Management Professionals
Texas
$5K +$5.28K +30 New
LFG
1061
LifePlan Financial Group
Ohio
$4K
SC
1062
Skylands Capital
Wisconsin
$4K
EWA
1063
Evolution Wealth Advisors
Florida
$4K +$704 +4 +19%
GWS
1064
Glassman Wealth Services
Virginia
$4K +$1.06K +6 +32%
GFPC
1065
Global Financial Private Client
Florida
$3.58K +$3.52K +20 New
Boston Partners
1066
Boston Partners
Massachusetts
$3K
Kayne Anderson Rudnick Investment Management
1067
Kayne Anderson Rudnick Investment Management
California
$3K
WCG
1068
Weaver Consulting Group
California
$3K
CHA
1069
Carmichael Hill & Associates
Maryland
$3K +$2.46K +14 New
WCM
1070
Wealthcare Capital Management
Virginia
$3K +$2.46K +14 New
RWM
1071
Raffa Wealth Management
District of Columbia
$2.33K
CAM
1072
Columbia Asset Management
Michigan
$2.03K +$200K +1,135 New
NR
1073
Newfound Research
Massachusetts
$2K -$880 -5 -33%
EI
1074
Ellevest Inc
New York
$2K
MCM
1075
MV Capital Management
Maryland
$2K