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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2451
Kelly Financial Services
Massachusetts
$165K +$112 +2 +0.1%
CWM
2452
Cranbrook Wealth Management
Michigan
$165K -$39K -697 -20%
CC
2453
Colrain Capital
Massachusetts
$162K -$13.5K -241 -8%
LFG
2454
LifePlan Financial Group
Ohio
$162K +$17.1K +305 +13%
GWMIA
2455
Global Wealth Management Investment Advisory
Florida
$158K -$5.09K -91 -3%
IF
2456
Ironwood Financial
Arizona
$158K – – –
PWP
2457
Personal Wealth Partners
Minnesota
$158K – – –
SLF
2458
Sun Life Financial
Ontario, Canada
$157K -$56.4K -1,008 -28%
TCCM
2459
Timber Creek Capital Management
Massachusetts
$157K -$30.2K -540 -17%
CA
2460
Crewe Advisors
Utah
$156K +$11.2K +201 +8%
PCA
2461
Providence Capital Advisors
North Carolina
$152K -$2.95M -52,676 -95%
SFFS
2462
Stonehage Fleming Financial Services
Jersey
$150K – – –
CAM
2463
CenterStar Asset Management
Illinois
$148K – – –
WB
2464
West Bancorporation
Iowa
$145K +$136K +2,422 New
CQS
2465
Credential Qtrade Securities
$144K +$98.2K +1,755 +273%
LWM
2466
Lenox Wealth Management
Ohio
$143K -$18.4K -328 -12%
APC
2467
Aspire Private Capital
North Carolina
$143K +$1.18K +21 +0.9%
FMP
2468
Financial Management Professionals
Texas
$138K – – –
IUHSA
2469
Itau Unibanco Holding S.A.
Brazil
$136K -$189K -3,379 -60%
LFG
2470
Larson Financial Group
Missouri
$134K -$81.8K -1,462 -39%
PCFFS
2471
Pacific Center for Financial Services
California
$132K -$727 -13 -0.6%
CM
2472
Castleark Management
Illinois
$132K – – –
CA
2473
Capital Advantage
California
$131K -$61.1K -1,092 -5%
Kayne Anderson Rudnick Investment Management
2474
Kayne Anderson Rudnick Investment Management
California
$125K +$117K +2,086 New
CFG
2475
CKW Financial Group
Hawaii
$124K – – –