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Name Holding Trade Value Shares
Change
Change in
Stake
UB
626
UMB Bank
Missouri
$2.15K -$25.3K -452 -90%
TCM
627
TD Capital Management
Tennessee
$1.89K – – –
API
628
Asset Planning Inc
California
$1.79K – – –
CFM
629
Cornerstone Financial Management
Massachusetts
$1.79K +$2.24K +40 New
PWMA
630
Pension & Wealth Management Advisors
Massachusetts
$1.71K – – –
TCOV
631
Trust Company of Vermont
Vermont
$1.66K +$2.07K +37 New
PWM
632
Proathlete Wealth Management
Florida
$1.61K – – –
NSIM
633
North Star Investment Management
Illinois
$1.57K – – –
SWP
634
Strategic Wealth Partners
Ohio
$1.53K +$280 +5 +17%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$1.48K – – –
FP
636
Financial Perspectives
Minnesota
$1.44K – – –
CFG
637
Chapman Financial Group
Hawaii
$1.44K +$1.79K +32 New
GIA
638
GHP Investment Advisors
Colorado
$1.35K +$1.68K +30 New
IAS
639
IMA Advisory Services
Colorado
$1.3K +$1.63K +29 New
BC
640
Barrett & Company
Rhode Island
$1.26K +$1.57K +28 New
HWP
641
Highline Wealth Partners
California
$1.21K – – –
QCG
642
Quadrant Capital Group
Ohio
$1.17K – – –
RWS
643
Retirement Wealth Solutions
Wisconsin
$1.12K +$112 +2 +9%
IIM
644
IFC & Insurance Marketing
California
$1K +$1.4K +25 New
BIA
645
Bell Investment Advisors
California
$943 – – –
JWA
646
JFS Wealth Advisors
Pennsylvania
$898 +$1.12K +20 New
MAM
647
Marquette Asset Management
Minnesota
$808 -$168 -3 -14%
WIM
648
Westside Investment Management
California
$808 +$1.01K +18 New
CCM
649
Chilton Capital Management
Texas
$763 +$953 +17 New
LWMI
650
Legacy Wealth Management (Idaho)
Idaho
$718 +$224 +4 +33%