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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
801
First Personal Financial Services
North Carolina
$27K -$21.5K -220 -44%
JFA
802
JNBA Financial Advisors
Minnesota
$27K +$27.4K +280 New
TFIPS
803
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.6K – – –
KFI
804
Key Financial Inc
Pennsylvania
$26K – – –
HI
805
Harbour Investments
Wisconsin
$26K +$13.7K +140 +103%
CCA
806
Catalyst Capital Advisors
New York
$24K -$783 -8 -3%
CFO
807
CVA Family Office
Colorado
$23K -$66.1K -676 -71%
MA
808
MCF Advisors
Kentucky
$22K +$23.1K +236 New
HF
809
Halpern Financial
Virginia
$20.9K +$21.5K +220 New
DAM
810
Delta Asset Management
Tennessee
$20K – – –
EARNEST Partners
811
EARNEST Partners
Georgia
$20K – – –
KPCM
812
Kings Point Capital Management
New York
$20K – – –
DOA
813
D'Orazio & Associates
Virginia
$20K +$20.7K +212 New
BWL
814
Bogart Wealth LLC
Virginia
$19K – – –
GKWIM
815
Gerber Kawasaki Wealth & Investment Management
California
$19K +$19.6K +200 New
SWA
816
Sutton Wealth Advisors
Florida
$18.7K +$391 +4 +2%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K – – –
SCA
818
Stuart Chaussee & Associates
California
$17K – – –
WT
819
Washington Trust
Rhode Island
$17K – – –
TVWM
820
Tower View Wealth Management
Wisconsin
$16K – – –
FF
821
FourThought Financial
Florida
$15K – – –
ST
822
Smithfield Trust
Pennsylvania
$15K – – –
BWM
823
BerganKDV Wealth Management
Minnesota
$13K – – –
CCA
824
Column Capital Advisors
Indiana
$12K -$391 -4 -3%
FMB
825
Field & Main Bank
Kentucky
$11K +$11.7K +120 New