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Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
3226
Financial Synergies Wealth Advisors
Texas
$134K +$322 +1 +0.2%
NSG
3227
Nalls Sherbakoff Group
Tennessee
$133K +$48.9K +152 +53%
EA
3228
Evolution Advisers
Virginia
$132K
CAM
3229
Close Asset Management
United Kingdom
$130K +$16.1K +50 +13%
YDMI
3230
Y.D. More Investments
Israel
$130K -$21.5K -67 -14%
BCFD
3231
Boit C.F. David
$127K
BC
3232
Barrett & Company
Rhode Island
$125K +$5.79K +18 +5%
OIAM
3233
OFI Invest Asset Management
France
$125K +$141K +437 New
LFA
3234
LGT Financial Advisors
Texas
$122K -$952K -2,959 -88%
AA
3235
AlphaMark Advisors
Kentucky
$122K
AW
3236
Avion Wealth
Texas
$122K +$6.75K +21 +5%
SAG
3237
Spotlight Asset Group
Illinois
$121K
MIA
3238
Milestone Investment Advisors
Wisconsin
$120K +$127K +396 New
BIA
3239
Bell Investment Advisors
California
$119K +$2.25K +7 +2%
SHIM
3240
Stone House Investment Management
Pennsylvania
$118K +$322 +1 +0.3%
C
3241
Covestor
United Kingdom
$114K -$8.68K -27 -7%
FFL
3242
Financial Freedom LLC
Ohio
$114K
AWM
3243
AllSquare Wealth Management
New York
$114K -$33.1K -103 -22%
VIA
3244
Virtus Investment Advisers
Connecticut
$109K -$100K -311 -46%
ACM
3245
Antonetti Capital Management
Florida
$107K
DCBT
3246
Dakota Community Bank & Trust
North Dakota
$107K
FA
3247
Financial Avengers
California
$104K +$643 +2 +0.6%
HWP
3248
Hibernia Wealth Partners
Louisiana
$103K +$109K +340 New
TLA
3249
Tanglewood Legacy Advisors
Texas
$97.9K -$1.29K -4 -1%
GA
3250
GoalVest Advisory
New York
$94K +$23.5K +73 +31%