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Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
676
FSB Premier Wealth Management
Iowa
$9K +$10.1K +792 New
PMFA
677
Plante Moran Financial Advisors
Michigan
$8K +$2.06K +162 +35%
FCT
678
First Community Trust
Iowa
$7.53K +$7.64K +600 New
TWC
679
TD Waterhouse Canada
Ontario, Canada
$7.06K +$6.45K +507 New
VCM
680
Versant Capital Management
Arizona
$7K -$331 -26 -4%
EW
681
Evoke Wealth
California
$7K
TIM
682
Tortoise Investment Management
New York
$7K
SWA
683
SOA Wealth Advisors
New York
$7K +$115 +9 +2%
TFO
684
Tarbox Family Office
California
$7K +$662 +52 +11%
EARNEST Partners
685
EARNEST Partners
Georgia
$6K
MI
686
Markston International
New York
$6K
PA
687
PSI Advisors
Florida
$6K
BAM
688
Barrett Asset Management
New York
$6K +$6.29K +494 New
ZIG
689
Zullo Investment Group
Pennsylvania
$6K +$6.36K +500 New
SWA
690
Sutton Wealth Advisors
Florida
$5.45K +$751 +59 +16%
PWMG
691
Prestige Wealth Management Group
New Jersey
$5K -$62.4K -4,899 -93%
IRC
692
Investors Research Corp
Georgia
$5K
WT
693
Washington Trust
Rhode Island
$5K
RG
694
Retirement Group
California
$5K +$51 +4 +50%
KA
695
Kozak & Associates
Colorado
$5K +$127 +10 +2%
RDIA
696
RE Dickinson Investment Advisors
Iowa
$5K +$4.67K +367 New
TIM
697
Tevis Investment Management
Texas
$5K +$4.71K +370 New
FHA
698
First Horizon Advisors
Tennessee
$4K -$27.5K -2,162 -86%
AssetMark Inc
699
AssetMark Inc
California
$4K -$5.36K -421 -55%
AW
700
Avion Wealth
Texas
$4K