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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1201
West Financial Advisors
Iowa
$14K +$12.9K +249 New
CWA
1202
Clearview Wealth Advisors
Oregon
$14K +$13.2K +256 New
BSSFA
1203
Baron Silver Stevens Financial Advisors
Florida
$14K +$13.5K +262 New
HWM
1204
Holloway Wealth Management
Florida
$13K – – –
TFA
1205
Toth Financial Advisory
Virginia
$13K – – –
FMTCOCP
1206
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$11.9K +231 New
Capital Analysts LLC
1207
Capital Analysts LLC
Pennsylvania
$12K -$15.1K -292 -58%
KFAA
1208
Klaas Financial Asset Advisors
Illinois
$11K +$10K +194 New
Loomis, Sayles & Company
1209
Loomis, Sayles & Company
Massachusetts
$11K +$10.6K +205 New
SFG
1210
Sage Financial Group
Pennsylvania
$10K – – –
Bogart Wealth LLC
1211
Bogart Wealth LLC
Virginia
$9K – – –
FMP
1212
Financial Management Professionals
Texas
$9K – – –
PP
1213
Pacifica Partners
Canada
$9K – – –
PCA
1214
Providence Capital Advisors
North Carolina
$9K – – –
TIM
1215
Tortoise Investment Management
New York
$9K – – –
TCWA
1216
Ten Capital Wealth Advisors
Washington
$9K +$8.57K +166 New
FFG
1217
Fortem Financial Group
California
$9K +$8.78K +170 New
MCM
1218
MV Capital Management
Maryland
$9K +$8.78K +170 New
BFG
1219
Baron Financial Group
New Jersey
$8.71K – – –
CCA
1220
Column Capital Advisors
Indiana
$8K -$6.09K -118 -45%
CA
1221
Centerpoint Advisors
Massachusetts
$8K – – –
DTIM
1222
Danda Trouve Investment Management
Kansas
$8K – – –
RWG
1223
Regal Wealth Group
California
$8K +$103 +2 +1%
AWM
1224
Accel Wealth Management
Iowa
$8K +$7.02K +136 New
LGA
1225
Lebenthal Global Advisors
New York
$8K +$7.49K +145 New