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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
801
Wilmington Savings Fund Society
Delaware
$3.33K – – –
KFP
802
Kerr Financial Planning
California
$3.29K – – –
CPG
803
Cornerstone Planning Group
New Jersey
$3.1K – – –
HFS
804
Hughes Financial Services
Virginia
$3.07K – – –
WWA
805
Wealth Watch Advisors
Colorado
$3.07K +$524 +2 +20%
IIM
806
IFC & Insurance Marketing
California
$3K +$2.62K +10 New
Kayne Anderson Rudnick Investment Management
807
Kayne Anderson Rudnick Investment Management
California
$2.93K – – –
FG
808
Fairman Group
Pennsylvania
$2.83K +$2.88K +11 New
MBFW
809
Morton Brown Family Wealth
Pennsylvania
$2.56K – – –
RF
810
Rossby Financial
Florida
$2.56K +$1.57K +6 +150%
FCAS
811
First Command Advisory Services
Texas
$2.56K +$2.62K +10 New
JSAM
812
J. Safra Asset Management
New York
$2.56K +$2.62K +10 New
WIM
813
Westside Investment Management
California
$2.56K +$2.62K +10 New
KB
814
Kimelman & Baird
New York
$2.31K – – –
BWL
815
Bogart Wealth LLC
Virginia
$2.31K -$1.05K -4 -31%
AP
816
Aspect Partners
Virginia
$2.31K +$786 +3 +50%
RWM
817
Rialto Wealth Management
New York
$2.05K – – –
HIA
818
HFM Investment Advisors
New Jersey
$2.05K +$1.57K +6 +300%
DAM
819
Delta Asset Management
Tennessee
$2.05K – – –
BHWM
820
Bay Harbor Wealth Management
Maryland
$2.05K +$524 +2 +33%
SGK
821
Steigerwald Gordon & Koch
Virginia
$2.05K +$2.1K +8 New
VNA
822
Valley National Advisers
Pennsylvania
$2K +$786 +3 +60%
DPW
823
DiNuzzo Private Wealth
Pennsylvania
$1.79K +$262 +1 +17%
SIS
824
Sound Income Strategies
Florida
$1.66K +$1.57K +6 New
AWM
825
Activest Wealth Management
Florida
$1.54K -$14.2K -54 -90%