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Name Holding Trade Value Shares
Change
Change in
Stake
KA
551
Kaizen Advisory
Illinois
$39K +$5.12K +550 +14%
WOC
552
West Oak Capital
California
$35.8K – – –
VCM
553
Versant Capital Management
Arizona
$34K – – –
CAW
554
Cornerstone Advisors (Washington)
Washington
$33K +$1.58K +170 +5%
BWM
555
BerganKDV Wealth Management
Minnesota
$32K – – –
JA
556
JOYN Advisors
Georgia
$31K +$22.9K +2,460 +251%
OIA
557
OneDigital Investment Advisors
Kansas
$29K +$30.5K +3,280 New
WCM
558
WealthBridge Capital Management
Ohio
$26K +$27.4K +2,940 New
ST
559
Smithfield Trust
Pennsylvania
$23K – – –
CCM
560
Cribstone Capital Management
Maine
$22K – – –
CAM
561
Cresset Asset Management
Illinois
$22K +$22.8K +2,450 New
VNA
562
Valley National Advisers
Pennsylvania
$21K – – –
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$21K +$18K +1,930 +411%
RWA
564
Ropes Wealth Advisors
Massachusetts
$20K +$21K +2,250 New
CFA
565
Carroll Financial Associates
North Carolina
$19K +$93 +10 +0.5%
CIA
566
CSat Investment Advisory
Michigan
$19K +$7.92K +850 +70%
LFA
567
Legacy Financial Advisors
Kentucky
$19K +$10.6K +1,140 +118%
DBT
568
Dubuque Bank & Trust
Iowa
$18K – – –
WPW
569
Winthrop Partners - WNY
New York
$17.9K +$18.6K +2,000 New
SWM
570
SeaCrest Wealth Management
New York
$16K -$186 -20 -1%
FTI
571
Fiduciary Trust International
Massachusetts
$16K +$16.4K +1,760 New
PFO
572
Pathstone Family Office
New Jersey
$16K +$16.8K +1,800 New
GRP
573
Global Retirement Partners
California
$13K -$279 -30 -2%
CFGS
574
Concourse Financial Group Securities
Alabama
$13K +$2.51K +270 +23%
MOS
575
MGO One Seven
Ohio
$13K +$14.5K +1,560 New