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Name Holding Trade Value Shares
Change
Change in
Stake
PC
901
Pier Capital
Connecticut
$4.05K +$3.61K +18 New
BC
902
Bartlett & Co
Ohio
$4K
RWM
903
Raffa Wealth Management
District of Columbia
$3.82K
RTL
904
Red Tortoise LLC
Georgia
$3.82K
WB
905
Webster Bank
Connecticut
$3.6K
KFP
906
KB Financial Partners
New Jersey
$3K -$51.2K -255 -95%
TFGT
907
TS Financial Group (TSFG)
Illinois
$3K +$1.21K +6 +86%
BG
908
Bollard Group
Massachusetts
$3K +$3.01K +15 New
DI
909
Disciplined Investments
Oklahoma
$2.92K -$602 -3 -19%
AssetMark Inc
910
AssetMark Inc
California
$2.92K
SIC
911
SJS Investment Consulting
Ohio
$2.7K +$402 +2 +20%
NC
912
NewSquare Capital
Pennsylvania
$2.7K
LF
913
Lee Financial
Texas
$2.47K
IBOK
914
Independence Bank of Kentucky
Kentucky
$2.47K +$2.21K +11 New
WP
915
WealthPLAN Partners
Nebraska
$2.25K
RFG
916
RFP Financial Group
Georgia
$2.02K
FA
917
Fiduciary Alliance
South Carolina
$1.8K +$1.61K +8 New
FSWA
918
Financial Synergies Wealth Advisors
Texas
$1.57K -$201 -1 -13%
NSIM
919
North Star Investment Management
Illinois
$1.57K
VCM
920
Versant Capital Management
Arizona
$1.57K +$1.41K +7 New
BWM
921
BerganKDV Wealth Management
Minnesota
$1.35K -$402 -2 -25%
TCA
922
Trifecta Capital Advisors
Illinois
$1.35K
AWM
923
Avior Wealth Management
Nebraska
$1.35K
WWM
924
Wolff Wiese Magana
California
$1.12K
SF
925
Safeguard Financial
Wisconsin
$1K +$602 +3 New