Name Holding Trade Value Shares
Change
Change in
Stake
APW
976
Acima Private Wealth
Virginia
$35K – – –
BL
977
Balentine LLC
Georgia
$35K +$6.63K +181 +26%
SGAM
978
Smith Group Asset Management
Texas
$34K +$4.76K +130 +19%
LFG
979
Larson Financial Group
Missouri
$34K +$25.2K +688 +506%
BBA
980
Braun-Bostich & Associates
Pennsylvania
$32K – – –
JFA
981
JNBA Financial Advisors
Minnesota
$31K -$1.54K -42 -5%
LWM
982
Lenox Wealth Management
Ohio
$31K – – –
PMFA
983
Plante Moran Financial Advisors
Michigan
$30K -$11.1K -303 -29%
CYG
984
Clean Yield Group
Vermont
$29K -$7.32K -200 -22%
PGAM
985
Princeton Global Asset Management
New Jersey
$29K +$15.5K +423 +142%
PO
986
Private Ocean
California
$28K -$42.6K -1,164 -63%
SFFS
987
Stonehage Fleming Financial Services
Jersey
$28K – – –
AWM
988
Avior Wealth Management
Nebraska
$28K +$5.31K +145 +26%
GRP
989
Global Retirement Partners
California
$28K +$5.6K +153 +28%
1W
990
1776 Wealth
Georgia
$27K – – –
ACM
991
AUA Capital Management
Pennsylvania
$26K -$8.2K -224 -26%
PCG
992
Private Capital Group
Connecticut
$26K +$2.56K +70 +13%
CFFP
993
Center for Financial Planning
Michigan
$25K -$21K -574 -48%
AssetMark Inc
994
AssetMark Inc
California
$25K +$2.27K +62 +11%
FP
995
Financial Perspectives
Minnesota
$24.7K – – –
JWA
996
JFS Wealth Advisors
Pennsylvania
$24K +$7.32K +200 +50%
Credit Agricole
997
Credit Agricole
France
$22K – – –
CAL
998
Capital Analysts LLC
Pennsylvania
$21K -$33.3K -911 -64%
BWA
999
Burt Wealth Advisors
Maryland
$21K – – –
LWM
1000
Liberty Wealth Management
California
$21K +$4.47K +122 +31%