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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1026
Center for Financial Planning
Michigan
$40K +$10.6K +235 +38%
PW
1027
Price Wealth
Texas
$39K +$37.5K +836 New
BBA
1028
Braun-Bostich & Associates
Pennsylvania
$37K
BBL
1029
Beck Bode LLC
Massachusetts
$37K +$35K +779 New
JFA
1030
JNBA Financial Advisors
Minnesota
$36K
RFA
1031
Reilly Financial Advisors
California
$35K -$37.5K -834 -53%
LFG
1032
Larson Financial Group
Missouri
$35K -$3.64K -81 -10%
WAM
1033
Wolverine Asset Management
Illinois
$35K +$34K +756 New
PMFA
1034
Plante Moran Financial Advisors
Michigan
$34K
PGAM
1035
Princeton Global Asset Management
New Jersey
$34K
AWM
1036
Avior Wealth Management
Nebraska
$34K +$1.89K +42 +6%
PO
1037
Private Ocean
California
$33K
SFFS
1038
Stonehage Fleming Financial Services
Jersey
$32K
BDWM
1039
Brewin Dolphin Wealth Management
Ireland
$31.4K +$15.8K +351 +111%
PCG
1040
Private Capital Group
Connecticut
$30K
LWM
1041
Liberty Wealth Management
California
$30K +$5.52K +123 +24%
LJHT
1042
Laurie J. Hall Trustee
$30K +$28.9K +644 New
GWS
1043
Glassman Wealth Services
Virginia
$29K +$6.38K +142 +30%
FP
1044
Financial Perspectives
Minnesota
$28.5K
GRP
1045
Global Retirement Partners
California
$28K -$4.36K -97 -14%
JWA
1046
JFS Wealth Advisors
Pennsylvania
$28K
NFSG
1047
Newbridge Financial Services Group
Florida
$27K +$25.4K +565 New
Credit Agricole
1048
Credit Agricole
France
$26K
AssetMark Inc
1049
AssetMark Inc
California
$25K -$2.92K -65 -11%
JGIA
1050
Jackson Grant Investment Advisers
Connecticut
$25K +$23.7K +527 New