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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
SHP Wealth Management
Massachusetts
$2.02K +$825 +8 +67%
OAJ
377
Ogorek Anthony Joseph
New York
$2K +$2.27K +22 New
RF
378
Rossby Financial
Florida
$1.94K -$412 -4 -17%
TPCW
379
TD Private Client Wealth
New York
$1.94K -$206 -2 -10%
AA
380
Ancora Advisors
Ohio
$1.74K – – –
CFM
381
Cornerstone Financial Management
Massachusetts
$1.74K – – –
BTI
382
Blue Trust Inc
Georgia
$1.53K -$309 -3 -17%
PWA
383
Principia Wealth Advisory
Texas
$1.43K -$206 -2 -13%
RWM
384
Raffa Wealth Management
District of Columbia
$1.23K – – –
PS
385
Planning Strategies
Pennsylvania
$1.23K +$1.24K +12 New
IA
386
IFG Advisory
Georgia
$1.12K +$1.13K +11 New
SGFG
387
Silver Grove Financial Group
New York
$1.02K +$1.03K +10 New
PCM
388
Penserra Capital Management
California
$1K – – –
ACA
389
American Capital Advisory
Idaho
$818 +$206 +2 +33%
LF
390
LifeSteps Financial
California
$817 +$825 +8 New
BCV
391
Banque Cantonale Vaudoise
Switzerland
$691 -$283K -2,748 -29%
BIM
392
Breakwater Investment Management
Washington
$511 – – –
TFA
393
Transamerica Financial Advisors
Florida
$510 -$309 -3 -38%
BF
394
Brooklyn FI
New York
$499 +$515 +5 New
CCMI
395
Creative Capital Management Investments
California
$409 +$412 +4 New
DF
396
Downshift Financial
Colorado
$409 +$412 +4 New
HHGA
397
Halbert Hargrove Global Advisors
California
$324 +$309 +3 New
CCWM
398
Cassaday & Co Wealth Management
Virginia
$307 +$103 +1 +50%
PMFA
399
Plante Moran Financial Advisors
Michigan
$307 +$309 +3 New
AF
400
Advisornet Financial
Minnesota
$204 -$928 -9 -82%
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