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Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
201
My Personal CFO LLC
Washington
$4.58K +$4.3K +115 New
AFS
202
Annapolis Financial Services
Maryland
$4.06K
IFAM
203
Institutional & Family Asset Management
Colorado
$3.55K -$449 -12 -12%
LFG
204
Larson Financial Group
Missouri
$3.46K
GEA
205
Glen Eagle Advisors
New Jersey
$3.42K +$1.12K +30 +54%
GIA
206
GHP Investment Advisors
Colorado
$3.06K
PTC
207
Private Trust Company
Ohio
$3K -$2.1K -56 -44%
HGWM
208
Harvest Group Wealth Management
Massachusetts
$2.71K
HWM
209
HighMark Wealth Management
Minnesota
$2.51K
SC
210
Sierra Capital
Florida
$2K -$187 -5 -10%
MCC
211
Money Concepts Capital
Florida
$1.99K +$1.87K +50 New
AAP
212
Arax Advisory Partners
Colorado
$1.93K
TWD
213
True Wealth Design
Ohio
$1.71K +$1.61K +43 New
BIA
214
Bell Investment Advisors
California
$1.67K +$561 +15 +56%
CCA
215
Column Capital Advisors
Indiana
$1.51K
TAIM
216
TD Ameritrade Investment Management
Nebraska
$1K -$1.46K -39 -61%
FMP
217
Financial Management Professionals
Texas
$1K
IRC
218
Investors Research Corp
Georgia
$955
AWM
219
Avior Wealth Management
Nebraska
$875 -$711 -19 -46%
First Manhattan
220
First Manhattan
New York
$716
AA
221
Addison Advisors
Vermont
$597
FFA
222
Farther Finance Advisors
California
$438 +$412 +11 New
FGAM
223
Financial Gravity Asset Management
Texas
$19 +$1.5K +40 New
BIP
224
Brandes Investment Partners
California
-$3.13M -96,990 Closed
TIM
225
Thornburg Investment Management
New Mexico
-$3.05M -94,623 Closed