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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
876
Raffa Wealth Management
District of Columbia
$10K – – –
MCM
877
MV Capital Management
Maryland
$10K -$5.86K -14 -38%
IRC
878
Investors Research Corp
Georgia
$10K – – –
TFP
879
Tilia Fiduciary Partners
North Carolina
$10K – – –
ME
880
McIlrath & Eck
Washington
$10K +$10K +24 New
CP
881
Castleview Partners
Texas
$10K +$10.5K +25 New
HFA
882
HC Financial Advisors
California
$9K – – –
RCG
883
Rock Creek Group
District of Columbia
$9K +$418 +1 +5%
Kayne Anderson Rudnick Investment Management
884
Kayne Anderson Rudnick Investment Management
California
$9K +$5.44K +13 +186%
FMP
885
Financial Management Professionals
Texas
$8K – – –
ANBT
886
American National Bank & Trust
Texas
$8K +$7.53K +18 New
BHWM
887
Beaird Harris Wealth Management
Texas
$8K +$7.53K +18 New
SIS
888
Sound Income Strategies
Florida
$7K +$418 +1 +7%
HWMA
889
Heritage Wealth Management (Arizona)
Arizona
$7K +$6.69K +16 New
AWM
890
Avondale Wealth Management
Texas
$7K +$7.11K +17 New
APC
891
Aspire Private Capital
North Carolina
$6K – – –
KFP
892
KB Financial Partners
New Jersey
$6K – – –
MSFP
893
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
LWA
894
Lenox Wealth Advisors
New York
$6K +$1.67K +4 +40%
RAM
895
Riggs Asset Management
Pennsylvania
$5K -$5.4M -12,911 -100%
NIC
896
Northwest Investment Counselors
Oregon
$4K – – –
LCM
897
Logan Capital Management
Pennsylvania
$4K +$3.77K +9 New
CI
898
Cordant Inc
Oregon
$4K +$4.18K +10 New
GKIM
899
GW&K Investment Management
Massachusetts
$4K +$4.18K +10 New
BWM
900
BerganKDV Wealth Management
Minnesota
$3K -$25.9K -62 -90%