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Name Holding Trade Value Shares
Change
Change in
Stake
LPP
801
Life Planning Partners
Florida
$35K – – –
TC
802
Trust Company
Kansas
$33K – – –
GAM
803
Gemmer Asset Management
California
$31K +$328 +2 +1%
GEA
804
Glen Eagle Advisors
New Jersey
$30.1K – – –
CFO
805
CVA Family Office
Colorado
$30K – – –
LFG
806
Larson Financial Group
Missouri
$29K +$164 +1 +0.5%
BA
807
Bellwether Advisors
Nebraska
$28K – – –
GG
808
Gleason Group
Kentucky
$28K – – –
MIFH
809
Migdal Insurance & Financial Holdings
Israel
$27K -$17.7K -108 -40%
FAG
810
Fortitude Advisory Group
Washington
$27K – – –
FCT
811
First Community Trust
Iowa
$26K – – –
FWM
812
Focused Wealth Management
New York
$26K – – –
AWM
813
Accel Wealth Management
Iowa
$26K +$164 +1 +0.6%
JSAM
814
J. Safra Asset Management
New York
$25K – – –
LCM
815
Logan Capital Management
Pennsylvania
$24K -$1.15K -7 -4%
EIM
816
Essex Investment Management
Massachusetts
$24K – – –
HWA
817
HHM Wealth Advisors
Tennessee
$24K – – –
HR
818
Howe & Rusling
New York
$24K – – –
SWM
819
Selective Wealth Management
Virginia
$24K – – –
VCM
820
Vigilant Capital Management
Maine
$24K – – –
JGIA
821
Jackson Grant Investment Advisers
Connecticut
$23K +$164 +1 +0.7%
VRM
822
Vectors Research Management
New York
$21K -$18.9K -115 -46%
GM
823
GeoWealth Management
Illinois
$21K -$12K -73 -35%
COCM
824
Charter Oak Capital Management
New Hampshire
$21K +$5.74K +35 +35%
M
825
MOTCO
Texas
$21K +$22.3K +136 New