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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1101
Pittenger & Anderson Inc
Nebraska
$22K
WWMSC
1102
Wagner Wealth Management (South Carolina)
South Carolina
$22K +$24.3K +150 New
EARNEST Partners
1103
EARNEST Partners
Georgia
$20K
FPFS
1104
First Personal Financial Services
North Carolina
$19K +$4.38K +27 +26%
BC
1105
Barrett & Company
Rhode Island
$18.2K +$20.3K +125 New
CMA
1106
Cedar Mountain Advisors
Oregon
$18K
ODG
1107
O'Dell Group
Ohio
$18K
WBC
1108
West Branch Capital
Massachusetts
$18K
CSPIA
1109
Cary Street Partners Investment Advisory
Virginia
$18K +$8.11K +50 +67%
PMFA
1110
Plante Moran Financial Advisors
Michigan
$18K +$15.1K +93 +282%
TIM
1111
Tortoise Investment Management
New York
$17K -$2.43K -15 -11%
POIA
1112
Pin Oak Investment Advisors
Texas
$17K
CA
1113
Crewe Advisors
Utah
$17K +$3.41K +21 +21%
BWM
1114
Baystate Wealth Management
Massachusetts
$16K
MIFH
1115
Migdal Insurance & Financial Holdings
Israel
$16K
TSWM
1116
Tyler-Stone Wealth Management
Ohio
$16K
BTI
1117
Blue Trust Inc
Georgia
$16K +$3.73K +23 +28%
ADL
1118
Asset Dedication LLC
California
$16K +$17.7K +109 New
GTAM
1119
Global Trust Asset Management
Florida
$15K -$2.76K -17 -14%
AWM
1120
Abound Wealth Management
Tennessee
$14.2K +$15.9K +98 New
TFS
1121
TrustCore Financial Services
Tennessee
$14K -$28.2K -174 -65%
GC
1122
Gould Capital
Washington
$14K
TSW
1123
Thompson Siegel & Walmsley
Virginia
$14K
CWM
1124
Castle Wealth Management
Florida
$14K +$1.14K +7 +8%
BIA
1125
Bell Investment Advisors
California
$14K +$3.89K +24 +32%