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Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Continuum Advisory
Idaho
$4.12K -$534 -25 -12%
RWM
152
Raffa Wealth Management
District of Columbia
$4.12K
CFO
153
CVA Family Office
Colorado
$3.78K
BIA
154
Bell Investment Advisors
California
$3.67K +$534 +25 +18%
CFD
155
Creative Financial Designs
Indiana
$3K
Kayne Anderson Rudnick Investment Management
156
Kayne Anderson Rudnick Investment Management
California
$2.9K -$320 -15 -10%
TPCW
157
TD Private Client Wealth
New York
$2.89K +$1.6K +75 +136%
FFC
158
First Financial Corp
Indiana
$2.89K
BCWM
159
Bartlett & Co Wealth Management
Ohio
$2.56K
FCA
160
FinTrust Capital Advisors
South Carolina
$2.56K +$2.46K +115 New
LIA
161
Lynx Investment Advisory
District of Columbia
$2.12K +$2.03K +95 New
LFG
162
Larson Financial Group
Missouri
$1.89K +$1.81K +85 New
GWM
163
Geneos Wealth Management
Colorado
$1.56K
MG
164
Mather Group
Illinois
$1.54K -$641 -30 -30%
BHWM
165
Beaird Harris Wealth Management
Texas
$1.45K
AWM
166
Abound Wealth Management
Tennessee
$1.23K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1.11K -$7.58K -355 -88%
TFF
168
The Family Firm
Maryland
$1K +$961 +45 New
IFAM
169
Institutional & Family Asset Management
Colorado
$866
MFG
170
Mendota Financial Group
Wisconsin
$668 +$641 +30 New
CAM
171
ClariVest Asset Management
California
$439
CPG
172
Cornerstone Planning Group
New Jersey
$309
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
-$637K -28,905 Closed
ERSOT
174
Employees Retirement System of Texas
Texas
-$475K -21,535 Closed
AA
175
AlphaQ Advisors
Florida
-$463K -21,020 Closed