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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
851
Fieldpoint Private Securities
Connecticut
$32K -$5.75K -13 -16%
ARMC
852
American Research & Management Company
Massachusetts
$32K
GLLW
853
Graves Light Lenhart Wealth
Virginia
$32K
CWC
854
Carolinas Wealth Consulting
North Carolina
$32K +$8.41K +19 +38%
BWM
855
BerganKDV Wealth Management
Minnesota
$32K +$27.4K +62 +886%
SWM
856
Spire Wealth Management
Virginia
$30K +$28.8K +65 New
PB
857
Pinnacle Bancorp
Nebraska
$27K
Baillie Gifford & Co
858
Baillie Gifford & Co
United Kingdom
$26K
CPFP
859
Clear Perspectives Financial Planning
Ohio
$26K
PWMG
860
Prestige Wealth Management Group
New Jersey
$26K +$1.33K +3 +6%
BIA
861
Bell Investment Advisors
California
$25K -$6.2K -14 -21%
CCM
862
Covington Capital Management
California
$25K
MPWT
863
MassMutual Private Wealth & Trust
Connecticut
$24K +$2.65K +6 +13%
OCM
864
Orion Capital Management
California
$23K
CCM
865
Chilton Capital Management
Texas
$22K +$20.8K +47 New
KCM
866
KRS Capital Management
Michigan
$22K +$21.2K +48 New
KFI
867
Key Financial Inc
Pennsylvania
$21K
BWM
868
Baystate Wealth Management
Massachusetts
$21K +$7.96K +18 +69%
IUHSA
869
Itau Unibanco Holding S.A.
Brazil
$21K +$9.73K +22 +100%
GI
870
Gradient Investments
Minnesota
$19K
BAM
871
Byrne Asset Management
New Jersey
$19K +$17.7K +40 New
SC
872
Seldon Capital
California
$19K +$18.6K +42 New
BBHC
873
Brown Brothers Harriman & Co
New York
$17K -$55.3K -125 -78%
KPCM
874
Kings Point Capital Management
New York
$17K
MCM
875
MV Capital Management
Maryland
$17K +$5.75K +13 +54%