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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Endurance Wealth Management
Rhode Island
$49K
SC
902
Siena Capital
Ohio
$49K
RDFA
903
Ritter Daniher Financial Advisory
Ohio
$44K
RTC
904
Riverview Trust Company
Washington
$43K
EW
905
Evoke Wealth
California
$42K +$1.95K +4 +5%
PB
906
Pinnacle Bancorp
Nebraska
$38K
FRA
907
Front Row Advisors
California
$37K -$486 -1 -1%
TFS
908
TrustCore Financial Services
Tennessee
$37K
NFSG
909
Newbridge Financial Services Group
Florida
$36K
SWM
910
Selective Wealth Management
Virginia
$36K
TIM
911
Tortoise Investment Management
New York
$36K
BIA
912
Bell Investment Advisors
California
$32K +$6.32K +13 +25%
AFS
913
Annapolis Financial Services
Maryland
$31K -$17.5K -36 -36%
CAC
914
Core Alternative Capital
Georgia
$31K +$2.92K +6 +11%
CPFP
915
Clear Perspectives Financial Planning
Ohio
$28K
BC
916
Bartlett & Co
Ohio
$27K -$3.89K -8 -13%
Baillie Gifford & Co
917
Baillie Gifford & Co
United Kingdom
$27K -$2.43K -5 -8%
HR
918
Howe & Rusling
New York
$27K +$486 +1 +2%
GI
919
Gradient Investments
Minnesota
$27K +$6.32K +13 +31%
BCWM
920
Bartlett & Co Wealth Management
Ohio
$26.7K -$3.89K -8 -13%
EIP
921
Ellis Investment Partners
Pennsylvania
$26K
CWC
922
Carolinas Wealth Consulting
North Carolina
$25K -$4.86K -10 -16%
CCM
923
Covington Capital Management
California
$24K -$5.84K -12 -19%
CWM
924
Castle Wealth Management
Florida
$24K
DWP
925
Destiny Wealth Partners
Florida
$24K