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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1201
Legend Financial Advisors
Pennsylvania
$4.35K
KA
1202
Kozak & Associates
Colorado
$4.2K +$39 +1 +1%
RTL
1203
Red Tortoise LLC
Georgia
$4.17K +$3.56K +92 New
PCM
1204
Penserra Capital Management
California
$4K -$242K -6,242 -99%
CAL
1205
Capital Advisors Ltd
Ohio
$4K +$2.87K +74 +493%
TFM
1206
TFC Financial Management
Massachusetts
$3.91K +$271 +7 +9%
CFFP
1207
Center for Financial Planning
Michigan
$3.9K +$2.17K +56 +187%
WAS
1208
Winch Advisory Services
Wisconsin
$3.82K
M
1209
MOTCO
Texas
$3.63K -$194 -5 -6%
CAC
1210
Core Alternative Capital
Georgia
$3.58K -$21.2K -548 -87%
WT
1211
Whittier Trust
California
$3.49K -$3.91K -101 -57%
SRCM
1212
Signature Resources Capital Management
California
$3.48K
AFG
1213
Albion Financial Group
Utah
$3.46K
TCM
1214
TruNorth Capital Management
Michigan
$3.4K +$2.91K +75 New
PVH
1215
Psagot Value Holdings
Israel
$3K -$58.7K -1,516 -96%
Kayne Anderson Rudnick Investment Management
1216
Kayne Anderson Rudnick Investment Management
California
$2.86K
WWM
1217
Wolff Wiese Magana
California
$2.74K
AIM
1218
Anchor Investment Management
South Carolina
$2.68K +$2.29K +59 New
VAG
1219
VisionPoint Advisory Group
Texas
$2.49K
T
1220
Tidemark
California
$2.4K
MAWCM
1221
Mine & Arao Wealth Creation & Management
California
$2.27K
NB
1222
NBT Bank
New York
$2.27K
GJIA
1223
Glass Jacobson Investment Advisors
Maryland
$2.22K +$1.9K +49 New
ECM
1224
Everence Capital Management
Indiana
$2.1K
TWD
1225
True Wealth Design
Ohio
$2.09K +$736 +19 +70%