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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1226
Kelleher Financial Advisors
New York
$59K
EAM
1227
Evanson Asset Management
California
$59K +$258 +7 +0.5%
SFP
1228
Sterling Financial Planning
New Jersey
$59K +$54.2K +1,470 New
COCM
1229
Charter Oak Capital Management
New Hampshire
$58K +$53.7K +1,456 New
RWA
1230
Ropes Wealth Advisors
Massachusetts
$57K -$27.6K -749 -34%
BWM
1231
Birchcreek Wealth Management
Ohio
$57K +$52.7K +1,429 New
CPWM
1232
Cypress Point Wealth Management
Texas
$57K +$52.8K +1,433 New
Kayne Anderson Rudnick Investment Management
1233
Kayne Anderson Rudnick Investment Management
California
$56K
M
1234
MOTCO
Texas
$55K -$32.7K -888 -39%
FFA
1235
Freedman Financial Associates
Massachusetts
$54K +$49.8K +1,350 New
SAM
1236
S.A. Mason
Michigan
$52K -$27.6K -750 -37%
CAGAS
1237
Capital Advisory Group Advisory Services
Minnesota
$52K -$3.5K -95 -7%
BWM
1238
BerganKDV Wealth Management
Minnesota
$51K +$516 +14 +1%
PS
1239
Planned Solutions
California
$48K
PO
1240
Private Ocean
California
$48K
CWC
1241
Carolinas Wealth Consulting
North Carolina
$48K +$995 +27 +2%
SSC
1242
Syverson Strege & Co
Iowa
$48K +$44.2K +1,200 New
VBCG
1243
Valley Brook Capital Group
Pennsylvania
$48K +$45.1K +1,224 New
VRM
1244
Vectors Research Management
New York
$47K -$219K -5,945 -84%
PWMG
1245
Prestige Wealth Management Group
New Jersey
$46K -$7.08K -192 -14%
FCM
1246
Firestone Capital Management
Florida
$45K
FBT
1247
First Bank & Trust
South Dakota
$44K +$35.8K +970 +808%
IFAM
1248
Institutional & Family Asset Management
Colorado
$43K
TWM
1249
Tradition Wealth Management
Minnesota
$43K +$39.4K +1,069 New
TIAM2
1250
Tru Independence Asset Management 2
Oregon
$43K +$39.9K +1,083 New