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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1601
Pacific Center for Financial Services
California
$31K
LS
1602
Leelyn Smith
Illinois
$30K
WPA
1603
West Paces Advisors
Georgia
$27.9K
GG
1604
Gleason Group
Kentucky
$27K +$240 +1 +1%
AIC
1605
Ayalon Insurance Company
Israel
$26K
CMBA
1606
C.M. Bidwell & Associates
Hawaii
$26K
EI
1607
Ellevest Inc
New York
$26K
MAM
1608
Marquette Asset Management
Minnesota
$26K
DHGWA
1609
Dixon Hughes Goodman Wealth Advisors
North Carolina
$26K +$24K +100 New
AWMS
1610
Advocacy Wealth Management Services
Georgia
$25K
HWM
1611
HighMark Wealth Management
Minnesota
$25K
SCM
1612
Silvant Capital Management
Georgia
$25K
QC
1613
Quent Capital
New York
$25K +$22.8K +95 New
GAM
1614
Gemmer Asset Management
California
$23K -$3.84K -16 -15%
PMFA
1615
Plante Moran Financial Advisors
Michigan
$21K -$233K -969 -92%
FPFS
1616
First Personal Financial Services
North Carolina
$21K +$11.3K +47 +134%
RA
1617
Rise Advisors
New York
$19.5K +$18K +75 New
CWM
1618
Cedar Wealth Management
California
$19K +$18K +75 New
SFG
1619
Steward Financial Group
Texas
$19K +$18K +75 New
CWA
1620
Clearview Wealth Advisors
Oregon
$18K
BIA
1621
Bell Investment Advisors
California
$18K +$8.4K +35 +97%
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$18K +$16.8K +70 New
JWM
1623
Janiczek Wealth Management
Colorado
$17K +$12K +50 +294%
RCG
1624
Rock Creek Group
District of Columbia
$16K -$31.4K -131 -69%
Loomis, Sayles & Company
1625
Loomis, Sayles & Company
Massachusetts
$16K -$1.92K -8 -12%