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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1226
Dougherty Wealth Advisers
Minnesota
$79K – – –
GCGDR
1227
Geo Capital Gestora de Recursos
Brazil
$79K +$8.59K +38 +13%
VCM
1228
Versant Capital Management
Arizona
$77K – – –
AssetMark Inc
1229
AssetMark Inc
California
$74K -$15.1K -67 -18%
ZIG
1230
Zullo Investment Group
Pennsylvania
$74K +$71.4K +316 New
SFG
1231
Steward Financial Group
Texas
$74K +$71.7K +317 New
HIA
1232
Harbor Investment Advisory
Maryland
$72K -$149K -659 -68%
FWA
1233
FSC Wealth Advisors
New York
$71K +$68.7K +304 New
HDIM
1234
Hanson & Doremus Investment Management
Vermont
$70K – – –
CFO
1235
CVA Family Office
Colorado
$70K +$67.4K +298 New
RI
1236
Rinkey Investments
California
$67K +$67.8K +300 New
TCWA
1237
Ten Capital Wealth Advisors
Washington
$66K +$63.7K +282 New
PO
1238
Private Ocean
California
$65K – – –
RFA
1239
Reilly Financial Advisors
California
$65K – – –
TFS
1240
TrustCore Financial Services
Tennessee
$63K – – –
CWS
1241
Confluence Wealth Services
Pennsylvania
$62K +$60.6K +268 New
TWM
1242
Tradition Wealth Management
Minnesota
$60K +$452 +2 +0.8%
DI
1243
Disciplined Investments
Oklahoma
$59K – – –
MAM
1244
Marquette Asset Management
Minnesota
$59K – – –
TFM
1245
TFC Financial Management
Massachusetts
$59K – – –
EBA
1246
Eagle Bay Advisors
New York
$58K +$12.2K +54 +28%
GWS
1247
Glassman Wealth Services
Virginia
$57K +$6.1K +27 +13%
Group One Trading
1248
Group One Trading
Illinois
$57K +$54.7K +242 New
CCM
1249
Cribstone Capital Management
Maine
$56K – – –
CIA
1250
Cascade Investment Advisors
Oregon
$55.1K -$136K -600 -72%