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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1776
Roth Financial Partners
Texas
$611K -$408K -2,234 -41%
HIM
1777
Hillsdale Investment Management
Ontario, Canada
$611K +$584K +3,200 New
TIA
1778
Traphagen Investment Advisors
New Jersey
$610K +$6.93K +38 +1%
CFFP
1779
Center for Financial Planning
Michigan
$610K +$112K +613 +24%
HR
1780
Howe & Rusling
New York
$610K -$31.4K -172 -5%
BFA
1781
Bill Few Associates
Pennsylvania
$610K +$25.7K +141 +5%
BFG
1782
Bouchey Financial Group
New York
$609K -$30.3K -166 -5%
CFP
1783
Catalyst Financial Partners
Massachusetts
$609K +$30.1K +165 +5%
GWA
1784
Gratus Wealth Advisors
Virginia
$605K +$182 +1 +0%
WIM
1785
Warwick Investment Management
Texas
$604K +$49.4K +271 +9%
MHWM
1786
Montz Harcus Wealth Management
Louisiana
$598K +$4.74K +26 +0.8%
IAS
1787
Investment Advisory Services
Texas
$598K -$12.8K -70 -2%
KFGK
1788
Keystone Financial Group (Kentucky)
Kentucky
$598K +$127K +696 +29%
WJA
1789
Willis Johnson & Associates
Texas
$597K -$5.66K -31 -1%
S
1790
SimplyRich
California
$596K +$6.75K +37 +1%
CA
1791
Cornerstone Advisory
Maryland
$596K +$15.5K +85 +3%
TVM
1792
True Vision MN
Minnesota
$595K -$61.7K -338 -9%
KWM
1793
Kolinsky Wealth Management
New Jersey
$595K +$16.2K +89 +3%
MCM
1794
MV Capital Management
Maryland
$593K +$547 +3 +0.1%
SFP
1795
Sweet Financial Partners
Minnesota
$592K
BCFD
1796
Boit C.F. David
$589K
CVA
1797
Central Valley Advisors
California
$587K -$16.1K -88 -3%
GIM
1798
Guardian Investment Management
California
$587K
MTC
1799
McDaniel Terry & Co
Texas
$587K -$53.1K -291 -9%
RC
1800
Reik & Co
New York
$587K