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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1201
Glassman Wealth Services
Virginia
$16K +$4.4K +22 +37%
AWM
1202
AllSquare Wealth Management
New York
$15K – – –
FAM
1203
Fred Alger Management
New York
$15K – – –
OAJ
1204
Ogorek Anthony Joseph
New York
$14K -$9.99K -50 -41%
RIM
1205
Rockbridge Investment Management
New York
$14K – – –
LWS
1206
Lucia Wealth Services
California
$13K – – –
CCA
1207
Column Capital Advisors
Indiana
$12K – – –
RE
1208
RBC Europe
United Kingdom
$11.8K +$11.8K +59 New
BWM
1209
BNC Wealth Management
Oregon
$11K +$10.6K +53 New
RMC
1210
Resources Management Corp
Connecticut
$10K – – –
GAM
1211
Gemmer Asset Management
California
$9K – – –
MF
1212
Manchester Financial
California
$9K – – –
BWM
1213
BerganKDV Wealth Management
Minnesota
$8K – – –
FMP
1214
Financial Management Professionals
Texas
$6K – – –
PW
1215
Price Wealth
Texas
$6K – – –
SWM
1216
Selective Wealth Management
Virginia
$6K – – –
RWM
1217
Raffa Wealth Management
District of Columbia
$5.2K – – –
SFA
1218
Semmax Financial Advisors
North Carolina
$5K – – –
SIM
1219
Sonora Investment Management
Arizona
$5K – – –
TC
1220
Trust Company
Kansas
$5K – – –
APW
1221
Acima Private Wealth
Virginia
$4K – – –
VNA
1222
Valley National Advisers
Pennsylvania
$4K – – –
WLPWM
1223
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
RA
1224
Rational Advisors
New York
$3K -$45.2K -226 -95%
HS
1225
Horan Securities
United States
$3K – – –