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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Activest Wealth Management
Florida
$15K
HFM
827
Harvest Fund Management
China
$15K
KPCM
828
Kings Point Capital Management
New York
$15K
ME
829
McIlrath & Eck
Washington
$15K +$1.61K +14 +11%
CCA
830
Column Capital Advisors
Indiana
$15K +$2.87K +25 +21%
IWP
831
IAG Wealth Partners
Wisconsin
$15K +$16.1K +140 New
Loomis, Sayles & Company
832
Loomis, Sayles & Company
Massachusetts
$14K -$324K -2,827 -96%
ACM
833
Antonetti Capital Management
Florida
$14K
AJ
834
Ashburton (Jersey)
Jersey
$14K
PLU
835
Performa Ltd (US)
South Carolina
$14K +$13.1K +114 +713%
BWA
836
BDO Wealth Advisors
Florida
$14K +$14.3K +125 +2,500%
ST
837
Smithfield Trust
Pennsylvania
$13K
CAGAS
838
Capital Advisory Group Advisory Services
Minnesota
$13K +$13.7K +119 New
KIG
839
Kessler Investment Group
Indiana
$13K +$14.1K +123 New
BWM
840
BerganKDV Wealth Management
Minnesota
$12K +$344 +3 +3%
JWA
841
JFS Wealth Advisors
Pennsylvania
$12K +$6.43K +56 +104%
HPC
842
HM Payson & Co
Maine
$11K -$13.4K -117 -54%
BFC
843
Bedel Financial Consulting
Indiana
$11K -$230 -2 -2%
CWC
844
Carolinas Wealth Consulting
North Carolina
$11K
SIC
845
Salem Investment Counselors
North Carolina
$11K
WAS
846
Winch Advisory Services
Wisconsin
$11K
AA
847
Addison Advisors
Vermont
$11K +$11.5K +100 New
LFA
848
Level Financial Advisors
New York
$11K +$11.5K +100 New
EARNEST Partners
849
EARNEST Partners
Georgia
$10K
SLWA
850
San Luis Wealth Advisors
California
$10K +$7.23K +63 New