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Name Holding Trade Value Shares
Change
Change in
Stake
VAM
3201
Vienna Asset Management
California
$30K +$34.7K +100 New
MIM
3202
Macroview Investment Management
Maryland
$29K -$5.2K -15 -14%
KFP
3203
KB Financial Partners
New Jersey
$29K -$4.51K -13 -12%
MAM
3204
Marquette Asset Management
Minnesota
$28K +$1.39K +4 +4%
CPFP
3205
Clear Perspectives Financial Planning
Ohio
$28K +$18.7K +54 +135%
BBP
3206
Banco BTG Pactual
Brazil
$28K +$31.9K +92 New
BA
3207
Bellwether Advisors
Nebraska
$27K +$4.16K +12 +15%
T
3208
TOBAM
France
$27K +$31.2K +90 New
HF
3209
Halpern Financial
Virginia
$26.9K
GKIM
3210
GW&K Investment Management
Massachusetts
$25K +$28.8K +83 New
SGAM
3211
Smith Group Asset Management
Texas
$24K -$7.21M -20,786 -100%
CI
3212
Cordant Inc
Oregon
$23K +$27.1K +78 New
TJHA
3213
Thomas J. Herzfeld Advisors
Florida
$18K -$1.39K -4 -6%
PPWM
3214
PFG Private Wealth Management
Florida
$18K
OBWP
3215
O'Brien Wealth Partners
Massachusetts
$18K +$12.1K +35 +130%
Baillie Gifford & Co
3216
Baillie Gifford & Co
United Kingdom
$17K
MGIM
3217
M&G Investment Management
United Kingdom
$16.2K -$507K -1,461 -3%
ST
3218
Sageworth Trust
Pennsylvania
$16K -$35K -101 -65%
DWMG
3219
DB Wealth Management Group
California
$16K
FPFS
3220
First Personal Financial Services
North Carolina
$16K
CMBA
3221
C.M. Bidwell & Associates
Hawaii
$15K -$250K -722 -93%
GC
3222
Gould Capital
Washington
$15K -$2.77K -8 -14%
BCPWM
3223
Bradley & Co Private Wealth Management
Florida
$15K
FA
3224
Financial Advantage
Maryland
$14K
LWP
3225
Laurel Wealth Planning
Minnesota
$13K -$15.6K -45 -50%