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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$16K +$1.14K +5 +5%
PO
902
Private Ocean
California
$16K +$22.8K +100 +2,500%
CWC
903
Carolinas Wealth Consulting
North Carolina
$15K -$38.3K -168 -63%
PWMG
904
Prestige Wealth Management Group
New Jersey
$15K -$22.8K -100 -50%
SIC
905
Salem Investment Counselors
North Carolina
$15K
WAS
906
Winch Advisory Services
Wisconsin
$15K
PFBT
907
Parkside Financial Bank & Trust
Missouri
$14K -$5.24K -23 -19%
EARNEST Partners
908
EARNEST Partners
Georgia
$14K
PB
909
Pinnacle Bancorp
Nebraska
$14K +$4.33K +19 +27%
SAM
910
Strategic Asset Management
Minnesota
$13K +$15.7K +69 +383%
POIA
911
Pin Oak Investment Advisors
Texas
$13K +$19.6K +86 New
ADL
912
Asset Dedication LLC
California
$12K -$14.8K -65 -45%
BWM
913
Baystate Wealth Management
Massachusetts
$12K
LCM
914
Logan Capital Management
Pennsylvania
$12K
GWS
915
Glassman Wealth Services
Virginia
$11K -$9.8K -43 -38%
DWA
916
Delos Wealth Advisors
Texas
$11K
HWM
917
HighMark Wealth Management
Minnesota
$11K +$16.9K +74 New
OF
918
Outfitter Financial
Maine
$11K +$17.1K +75 New
TFM
919
TFC Financial Management
Massachusetts
$10K -$115K -505 -88%
Bessemer Group
920
Bessemer Group
New Jersey
$10K -$10K -44 -41%
SSB
921
Sandy Spring Bank
Maryland
$10K -$8.21K -36 -36%
CSB
922
City State Bank
Iowa
$10K +$14.6K +64 New
RWA
923
RGT Wealth Advisors
Texas
$10K +$14.6K +64 New
NL
924
NVWM LLC
Pennsylvania
$9K -$747K -3,278 -98%
LWP
925
Lumature Wealth Partners
Georgia
$9K