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Name Holding Trade Value Shares
Change
Change in
Stake
PP
3126
Paladin Partners
Wisconsin
$29.2K – – –
MAS
3127
MPWM Advisory Solutions
Georgia
$28.6K – – –
MSFP
3128
Mark Sheptoff Financial Planning
Connecticut
$28.4K -$157K -500 -83%
GIM
3129
Gold Investment Management
Alberta, Canada
$28.4K – – –
VWA
3130
VSM Wealth Advisory
Maryland
$28.4K – – –
BFS
3131
Burkett Financial Services
South Carolina
$27.8K – – –
ACA
3132
American Capital Advisory
Idaho
$26.4K +$1.89K +6 +7%
EA
3133
Evolution Advisers
Virginia
$26K -$314 -1 -1%
PCM
3134
Penserra Capital Management
California
$25K – – –
WAS
3135
Winch Advisory Services
Wisconsin
$24.6K – – –
VWA
3136
Valued Wealth Advisors
Utah
$24.5K -$1.26K -4 -4%
TTIC
3137
Tower Trust & Investment Company
Iowa
$24.4K – – –
RPA
3138
Redwood Park Advisors
California
$24.4K -$5.66K -18 -17%
LWMI
3139
Legacy Wealth Management (Idaho)
Idaho
$23.8K +$1.57K +5 +6%
UFPG
3140
United Financial Planning Group
New York
$23.6K -$943 -3 -3%
MNA
3141
Manning & Napier Advisors
New York
$23.5K +$13.8K +44 +105%
RFG
3142
REAP Financial Group
Texas
$23.4K – – –
BA
3143
Blueline Advisors
New Hampshire
$23.3K – – –
FIM
3144
FWL Investment Management
Texas
$21.9K -$31.4K -100 -56%
PWA
3145
Principia Wealth Advisory
Texas
$21.9K +$2.51K +8 +12%
AWA
3146
Acumen Wealth Advisors
Tennessee
$20.2K -$1.57K -5 -7%
WFA
3147
Wedbush Fund Advisers
California
$20.1K +$22.3K +71 New
BHWM
3148
Bay Harbor Wealth Management
Maryland
$19.9K +$5.34K +17 +32%
CIAS
3149
CBIZ Investment Advisory Services
Ohio
$19.5K -$59.1K -188 -73%
IPS
3150
Investors Portfolio Services
Washington
$19K +$21.1K +67 New