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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2551
Synergy Investment Management
Florida
$31K +$25.8K +64 +337%
TCM
2552
Triumph Capital Management
Colorado
$30.7K +$5.65K +14 +24%
DIP
2553
DT Investment Partners
Pennsylvania
$30.3K – – –
C
2554
Covestor
United Kingdom
$30K – – –
BG
2555
Bollard Group
Massachusetts
$29K +$27.8K +69 New
CIAS
2556
CBIZ Investment Advisory Services
Ohio
$28.6K – – –
EIM
2557
Essex Investment Management
Massachusetts
$28.1K – – –
MAM
2558
Marquette Asset Management
Minnesota
$27.7K -$403 -1 -2%
HIMS
2559
Hager Investment Management Services
New Hampshire
$27.7K – – –
HNW
2560
High Note Wealth
Minnesota
$27.3K +$3.63K +9 +16%
1NWS
2561
1 North Wealth Services
Maryland
$26.8K +$8.06K +20 +47%
MNA
2562
Manning & Napier Advisors
New York
$26.5K -$11.7K -29 -31%
PJC
2563
Phillip James Consulting
Minnesota
$26K – – –
RC
2564
Rexford Capital
Texas
$26K – – –
SNBOSD
2565
Security National Bank of So Dak
Iowa
$25.6K +$24.2K +60 New
DF
2566
DecisionPoint Financial
Arizona
$25.2K +$807 +2 +3%
GIM
2567
Gold Investment Management
Alberta, Canada
$25.1K – – –
AP
2568
Aspect Partners
Virginia
$24.7K – – –
MFP
2569
Meramec Financial Planners
Missouri
$23.9K -$16.5K -41 -41%
Q1WB
2570
Quest 10 Wealth Builders
Virginia
$23.9K – – –
HFS
2571
Hughes Financial Services
Virginia
$23.9K +$6.45K +16 +40%
AIM
2572
Access Investment Management
Georgia
$23.4K – – –
LAM
2573
Lummis Asset Management
Texas
$23.4K +$2.82K +7 +15%
VWM
2574
Valley Wealth Managers
New Jersey
$23K – – –
IAS
2575
IMA Advisory Services
Colorado
$22.6K -$20.2K -50 -49%