Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1151
Liberty Wealth Management
California
$39K +$4.8K +93 +15%
RMAM
1152
Raab & Moskowitz Asset Management
New Jersey
$39K +$37.1K +719 New
ACM
1153
Anfield Capital Management
California
$39K +$40.8K +790 New
SFFS
1154
Stonehage Fleming Financial Services
Jersey
$38K -$262K -5,068 -88%
AssetMark Inc
1155
AssetMark Inc
California
$38K -$6.56K -127 -16%
GRP
1156
Global Retirement Partners
California
$36K -$57.2K -1,107 -63%
RAM
1157
Riggs Asset Management
Pennsylvania
$36K +$10.5K +203 +45%
FWM
1158
FSA Wealth Management
Massachusetts
$36K +$33.8K +655 New
CFFP
1159
Center for Financial Planning
Michigan
$35K +$33.4K +647 New
FP
1160
Financial Perspectives
Minnesota
$33.1K +$31.3K +605 New
IF
1161
Ironwood Financial
Arizona
$33K – – –
OSAM
1162
O'Shaughnessy Asset Management
Connecticut
$33K +$30.8K +597 +19,900%
CCA
1163
Column Capital Advisors
Indiana
$33K +$31.3K +606 New
1NWS
1164
1 North Wealth Services
Maryland
$32K +$26.1K +506 +582%
GWS
1165
Glassman Wealth Services
Virginia
$31K +$2.79K +54 +11%
AW
1166
Alpha Windward
Massachusetts
$30K -$5.94K -115 -17%
TFGT
1167
TS Financial Group (TSFG)
Illinois
$30K – – –
PCA
1168
Peddock Capital Advisors
Massachusetts
$30K +$28.4K +549 New
AWM
1169
Atticus Wealth Management
Florida
$30K +$28.6K +554 New
POIA
1170
Pin Oak Investment Advisors
Texas
$29K – – –
BDWM
1171
Brewin Dolphin Wealth Management
Ireland
$28.2K – – –
BWA
1172
Burt Wealth Advisors
Maryland
$28K – – –
VNA
1173
Valley National Advisers
Pennsylvania
$28K +$9.97K +193 +60%
PMFA
1174
Plante Moran Financial Advisors
Michigan
$27K -$28.7K -555 -53%
SBL
1175
Sargent Bickham Lagudis
Colorado
$27K -$8.11K -157 -24%