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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1901
Cornerstone Planning Group
New Jersey
$53.2K -$6.56K -24 -13%
SIC
1902
SJS Investment Consulting
Ohio
$52.2K +$35.8K +131 +364%
MSG
1903
Main Street Group
Virginia
$51.5K -$2.73K -10 -6%
SN
1904
Sittner & Nelson
Oregon
$51K – – –
VWA
1905
Valued Wealth Advisors
Utah
$51K +$5.2K +19 +13%
FF
1906
Friedenthal Financial
New Jersey
$50.3K +$44K +161 New
C
1907
Covestor
United Kingdom
$50K -$191K -698 -81%
EIM
1908
Essex Investment Management
Massachusetts
$49.7K -$10.1K -37 -19%
TCM
1909
Tradewinds Capital Management
Washington
$48.5K +$8.75K +32 +26%
EA
1910
Evolution Advisers
Virginia
$47K – – –
MWM
1911
Mascoma Wealth Management
New Hampshire
$46.9K – – –
NIC
1912
Northwest Investment Counselors
Oregon
$46.9K +$41K +150 New
RFG
1913
RFP Financial Group
Georgia
$44.7K +$4.92K +18 +14%
GJIA
1914
Glass Jacobson Investment Advisors
Maryland
$42.2K – – –
CSB
1915
City State Bank
Iowa
$42K – – –
EBA
1916
Eagle Bay Advisors
New York
$39.4K +$12.3K +45 +56%
DWA
1917
Delos Wealth Advisors
Texas
$39.4K -$20.2K -74 -37%
FSWA
1918
Financial Synergies Wealth Advisors
Texas
$39.1K – – –
FP
1919
Financial Perspectives
Minnesota
$38.8K -$273 -1 -0.8%
CIR
1920
Clear Investment Research
Georgia
$38.3K – – –
Magellan Asset Management
1921
Magellan Asset Management
Australia
$37.2K – – –
DWS
1922
Dynamic Wealth Strategies
California
$37K – – –
GWMI
1923
Guardian Wealth Management (Illinois)
Illinois
$36.9K – – –
RWPA
1924
Richard W. Paul & Associates
Michigan
$36.3K – – –
DF
1925
Dunhill Financial
United Kingdom
$35.7K +$1.37K +5 +5%