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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Transamerica Financial Advisors
Florida
$1K
AssetMark Inc
502
AssetMark Inc
California
$970 -$1.33K -30 -57%
CAWM
503
Capital A Wealth Management
Pennsylvania
$970 +$755 +17 +283%
CFO
504
CVA Family Office
Colorado
$886 +$489 +11 +110%
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$851 +$44 +1 +5%
HC
506
Hara Capital
Washington
$844 -$888 -20 -50%
TF
507
Tompkins Financial
New York
$717
GFPC
508
Global Financial Private Client
Florida
$675 -$44 -1 -6%
HCM
509
Hollencrest Capital Management
California
$633
LWMI
510
Legacy Wealth Management (Idaho)
Idaho
$633
BWL
511
Bogart Wealth LLC
Virginia
$591 +$622 +14 New
M
512
MOTCO
Texas
$548 +$577 +13 New
CH
513
Cromwell Holdings
Wyoming
$513 -$6.44K -145 -92%
AIP
514
Ameritas Investment Partners
Nebraska
$422 -$61.8K -1,391 -99%
AF
515
Advisornet Financial
Minnesota
$422 -$11.4K -256 -96%
WCM
516
WealthTrak Capital Management
Virginia
$422 +$444 +10 New
WT
517
Whittier Trust
California
$421
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$296 -$222 -5 -42%
AIM
519
Anchor Investment Management
South Carolina
$295
AWM
520
Abound Wealth Management
Tennessee
$254 +$267 +6 New
JWA
521
JFS Wealth Advisors
Pennsylvania
$211 -$2.04K -46 -90%
WPA
522
West Paces Advisors
Georgia
$211 +$222 +5 New
CAM
523
Chesapeake Asset Management
New York
$210 +$222 +5 New
SIC
524
SJS Investment Consulting
Ohio
$169 -$178 -4 -50%
PCTC
525
Perkins Coie Trust Company
Washington
$168 +$178 +4 New