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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
751
Parkside Financial Bank & Trust
Missouri
$23K +$22.4K +204 New
BWM
752
Baystate Wealth Management
Massachusetts
$22K – – –
MWM
753
MinichMacGregor Wealth Management
New York
$22K – – –
CAW
754
Cornerstone Advisors (Washington)
Washington
$21K – – –
AIS
755
AlphaOne Investment Services
Pennsylvania
$21K +$110 +1 +0.5%
PGWM
756
Parisi Gray Wealth Management
New Jersey
$21K +$20.9K +190 New
PS
757
Portfolio Solutions
Michigan
$20K – – –
TG
758
TLP Group
Illinois
$20K +$8.91K +81 +83%
WPA
759
West Paces Advisors
Georgia
$19.9K +$11K +100 +133%
SHJ
760
Sharkey, Howes & Javer
Colorado
$18K – – –
WWMSC
761
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$15.6K +142 New
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
CAC
763
Certified Advisory Corp
Florida
$17K +$16.5K +150 New
KA
764
Kaizen Advisory
Illinois
$16K +$15.1K +137 New
SPI
765
Santori & Peters Inc
Pennsylvania
$16K +$18.5K +168 New
WIM
766
Westside Investment Management
California
$15.7K – – –
HR
767
Howe & Rusling
New York
$15K – – –
OIA
768
OneDigital Investment Advisors
Kansas
$15K – – –
STA
769
Summit Trail Advisors
New York
$15K +$15K +136 New
CCMW
770
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
ZB
771
Zions Bancorporation
Utah
$13K – – –
GWS
772
Glassman Wealth Services
Virginia
$13K +$3.85K +35 +45%
ED
773
Exane Derivatives
France
$11.7K -$1.1K -10 -9%
APSP
774
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
GWA
775
Guidant Wealth Advisors
Illinois
$11K – – –