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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1101
Financial Perspectives
Minnesota
$14K +$4.67K +75 +51%
NA
1102
Nordwand Advisors
Pennsylvania
$13.5K
CWM
1103
CarsonAllaria Wealth Management
Illinois
$13.1K
HIM
1104
Hillsdale Investment Management
Ontario, Canada
$12.6K -$417K -6,700 -97%
IFS
1105
Intelligent Financial Strategies
Minnesota
$12.6K
RWM
1106
Ruedi Wealth Management
Illinois
$12.6K
CSWM
1107
Cassady Schiller Wealth Management
Ohio
$12.5K
SPWM
1108
Spartan Planning & Wealth Management
North Carolina
$12.5K +$12.3K +198 New
HWM
1109
Horizons Wealth Management
North Carolina
$12.2K
CAL
1110
Capital Advisors Ltd
Ohio
$12K +$62 +1 +0.5%
IA
1111
IFS Advisors
Kansas
$11.1K
CWM
1112
Cranbrook Wealth Management
Michigan
$11K
TWM
1113
Tradition Wealth Management
Minnesota
$11K +$374 +6 +4%
AP
1114
Atwood & Palmer
Missouri
$10.1K
BG
1115
Bollard Group
Massachusetts
$10K +$62 +1 +0.6%
LFA
1116
Level Financial Advisors
New York
$9.88K -$1.99K -32 -17%
RFG
1117
RFP Financial Group
Georgia
$9.63K
PFSC
1118
Peoples Financial Services Corp
Pennsylvania
$9.44K
WFA
1119
West Financial Advisors
Iowa
$9.12K +$9.03K +145 New
MHR
1120
Matthew Hamilton Rosenberg
$9K -$7.97K -128 -47%
RCG
1121
Rock Creek Group
District of Columbia
$9K +$8.91K +143 New
GIA
1122
GHP Investment Advisors
Colorado
$8.56K
GPI
1123
General Partner Inc
Pennsylvania
$8.56K
ECM
1124
Estabrook Capital Management
New York
$8.49K
SHIM
1125
Stone House Investment Management
Pennsylvania
$8.43K