Name Holding Trade Value Shares
Change
Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$40K -$719 -16 -2%
CFFP
1027
Center for Financial Planning
Michigan
$40K +$10.6K +235 +38%
PW
1028
Price Wealth
Texas
$39K +$37.5K +836 New
BBA
1029
Braun-Bostich & Associates
Pennsylvania
$37K – – –
BBL
1030
Beck Bode LLC
Massachusetts
$37K +$35K +779 New
JFA
1031
JNBA Financial Advisors
Minnesota
$36K – – –
RFA
1032
Reilly Financial Advisors
California
$35K -$37.5K -834 -53%
LFG
1033
Larson Financial Group
Missouri
$35K -$3.64K -81 -10%
WAM
1034
Wolverine Asset Management
Illinois
$35K +$34K +756 New
PMFA
1035
Plante Moran Financial Advisors
Michigan
$34K – – –
PGAM
1036
Princeton Global Asset Management
New Jersey
$34K – – –
AWM
1037
Avior Wealth Management
Nebraska
$34K +$1.89K +42 +6%
PO
1038
Private Ocean
California
$33K – – –
SFFS
1039
Stonehage Fleming Financial Services
Jersey
$32K – – –
BDWM
1040
Brewin Dolphin Wealth Management
Ireland
$31.4K +$15.8K +351 +111%
PCG
1041
Private Capital Group
Connecticut
$30K – – –
LWM
1042
Liberty Wealth Management
California
$30K +$5.52K +123 +24%
LJHT
1043
Laurie J. Hall Trustee
$30K +$28.9K +644 New
GWS
1044
Glassman Wealth Services
Virginia
$29K +$6.38K +142 +30%
FP
1045
Financial Perspectives
Minnesota
$28.5K – – –
GRP
1046
Global Retirement Partners
California
$28K -$4.36K -97 -14%
JWA
1047
JFS Wealth Advisors
Pennsylvania
$28K – – –
NFSG
1048
Newbridge Financial Services Group
Florida
$27K +$25.4K +565 New
Credit Agricole
1049
Credit Agricole
France
$26K – – –
AssetMark Inc
1050
AssetMark Inc
California
$25K -$2.92K -65 -11%