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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1226
Perennial Advisors
New York
$53K +$51K +244 New
BWM
1227
Birchcreek Wealth Management
Ohio
$51K +$49.3K +236 New
TFO
1228
Tarbox Family Office
California
$48K
FRA
1229
Front Row Advisors
California
$47K -$3.76K -18 -8%
AF
1230
Allworth Financial
California
$47K +$3.76K +18 +9%
JFGIW
1231
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46K +$19.6K +94 +80%
CAM
1232
CenterStar Asset Management
Illinois
$44K
WWM
1233
Wolff Wiese Magana
California
$44K +$42.4K +203 New
CA
1234
Centerpoint Advisors
Massachusetts
$43K
CCM
1235
Cribstone Capital Management
Maine
$43K
FPS
1236
Fieldpoint Private Securities
Connecticut
$43K +$41.8K +200 New
TF
1237
TimeScale Financial
Massachusetts
$42K -$7.73K -37 -16%
CMA
1238
Cedar Mountain Advisors
Oregon
$42K
TWM
1239
Tradition Wealth Management
Minnesota
$41K +$39.5K +189 New
PFGIA
1240
Patriot Financial Group Insurance Agency
Massachusetts
$39K
ONST
1241
Old North State Trust
North Carolina
$37K -$6.68K -32 -16%
D
1242
Diversified
Delaware
$37K +$38.6K +185 New
OIS
1243
Okabena Investment Services
Minnesota
$35K
SWM
1244
Sugarloaf Wealth Management
Georgia
$34K
FWM
1245
Focused Wealth Management
New York
$33K
SLF
1246
Sun Life Financial
Ontario, Canada
$32K
GWS
1247
Glassman Wealth Services
Virginia
$32K +$14K +67 +82%
EARNEST Partners
1248
EARNEST Partners
Georgia
$30K
LWM
1249
Liberty Wealth Management
California
$28K
RCA
1250
Ranch Capital Advisors
Florida
$27K