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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1101
Intelligent Financial Strategies
Minnesota
$22K – – –
PAI
1102
Pittenger & Anderson Inc
Nebraska
$22K – – –
WWMSC
1103
Wagner Wealth Management (South Carolina)
South Carolina
$22K +$24.3K +150 New
EARNEST Partners
1104
EARNEST Partners
Georgia
$20K – – –
FPFS
1105
First Personal Financial Services
North Carolina
$19K +$4.38K +27 +26%
BC
1106
Barrett & Company
Rhode Island
$18.2K +$20.3K +125 New
CMA
1107
Cedar Mountain Advisors
Oregon
$18K – – –
ODG
1108
O'Dell Group
Ohio
$18K – – –
WBC
1109
West Branch Capital
Massachusetts
$18K – – –
CSPIA
1110
Cary Street Partners Investment Advisory
Virginia
$18K +$8.11K +50 +67%
PMFA
1111
Plante Moran Financial Advisors
Michigan
$18K +$15.1K +93 +282%
TIM
1112
Tortoise Investment Management
New York
$17K -$2.43K -15 -11%
POIA
1113
Pin Oak Investment Advisors
Texas
$17K – – –
CA
1114
Crewe Advisors
Utah
$17K +$3.41K +21 +21%
BWM
1115
Baystate Wealth Management
Massachusetts
$16K – – –
MIFH
1116
Migdal Insurance & Financial Holdings
Israel
$16K – – –
TSWM
1117
Tyler-Stone Wealth Management
Ohio
$16K – – –
BTI
1118
Blue Trust Inc
Georgia
$16K +$3.73K +23 +28%
ADL
1119
Asset Dedication LLC
California
$16K +$17.7K +109 New
GTAM
1120
Global Trust Asset Management
Florida
$15K -$2.76K -17 -14%
AWM
1121
Abound Wealth Management
Tennessee
$14.2K +$15.9K +98 New
TFS
1122
TrustCore Financial Services
Tennessee
$14K -$28.2K -174 -65%
GC
1123
Gould Capital
Washington
$14K – – –
TSW
1124
Thompson Siegel & Walmsley
Virginia
$14K – – –
CWM
1125
Castle Wealth Management
Florida
$14K +$1.14K +7 +8%