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Name Holding Trade Value Shares
Change
Change in
Stake
LC
601
Lindbrook Capital
California
$20K +$945 +18 +5%
EW
602
Evoke Wealth
California
$20K +$15.3K +292 +442%
TSWM
603
Tyler-Stone Wealth Management
Ohio
$20K +$18.4K +350 New
HR
604
Howe & Rusling
New York
$18K
PMFA
605
Plante Moran Financial Advisors
Michigan
$17K -$364K -6,938 -96%
CFO
606
CVA Family Office
Colorado
$17K -$11K -210 -41%
SC
607
Steph & Co
Wisconsin
$17K
OF
608
Outfitter Financial
Maine
$17K +$15.8K +300 New
BA
609
Bellwether Advisors
Nebraska
$15K -$439K -8,366 -97%
DI
610
Disciplined Investments
Oklahoma
$15K
HIA
611
Harbor Investment Advisory
Maryland
$15K +$5.04K +96 +58%
EWM
612
Elmwood Wealth Management
California
$14K +$12.6K +240 New
GWA
613
Gibson Wealth Advisors
Texas
$14K +$13.2K +252 New
CCM
614
Cribstone Capital Management
Maine
$12K
GI
615
Gradient Investments
Minnesota
$12K
BIA
616
Bell Investment Advisors
California
$12K +$5.57K +106 +93%
FNBOSM
617
First National Bank of South Miami
Florida
$12K +$11K +210 New
TC
618
Trust Company
Kansas
$11K -$630 -12 -6%
NSIM
619
North Star Investment Management
Illinois
$11K
SC
620
Seldon Capital
California
$11K +$10.3K +196 New
WFS
621
Widmann Financial Services
Maryland
$11K +$10.5K +200 New
WC
622
Wexford Capital
Florida
$10.3K +$9.58M +182,312 New
BWM
623
BerganKDV Wealth Management
Minnesota
$8K
GAM
624
Gemmer Asset Management
California
$8K
PWMG
625
Prestige Wealth Management Group
New Jersey
$8K