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Name Holding Trade Value Shares
Change
Change in
Stake
LB
2226
Legacy Bridge
Iowa
$19K – – –
RDFA
2227
Ritter Daniher Financial Advisory
Ohio
$19K – – –
GAM
2228
Grandview Asset Management
Pennsylvania
$19K +$18.1K +121 New
KFP
2229
KB Financial Partners
New Jersey
$18K +$17.2K +115 New
CPFP
2230
Clear Perspectives Financial Planning
Ohio
$17K – – –
HFM
2231
Harvest Fund Management
China
$15K -$35.5K -237 -71%
FA
2232
Financial Avengers
California
$15K -$12.1K -81 -46%
EIP
2233
Ellis Investment Partners
Pennsylvania
$15K -$1.05K -7 -7%
KC
2234
Knuff & Co
California
$15K – – –
IAS
2235
IMA Advisory Services
Colorado
$14K – – –
IHWM
2236
Iron Horse Wealth Management
Iowa
$14K – – –
CFN
2237
Cordasco Financial Network
Florida
$12K – – –
OCM
2238
Orion Capital Management
California
$12K – – –
MAM
2239
McCarthy Asset Management
California
$12K +$150 +1 +1%
HL
2240
Harding Loevner
New Jersey
$12K +$11.5K +77 New
TAM
2241
Tucker Asset Management
Colorado
$10.8K – – –
BA
2242
Bellwether Advisors
Nebraska
$10K – – –
CH
2243
Canton Hathaway
Rhode Island
$10K – – –
RIA
2244
RPG Investment Advisory
California
$10K – – –
CIA
2245
CSat Investment Advisory
Michigan
$8K +$2.1K +14 +38%
GFPC
2246
Global Financial Private Client
Florida
$7.51K -$5.54K -37 -44%
ED
2247
Exane Derivatives
France
$7.13K +$6.44K +43 +4,300%
RWG
2248
Regal Wealth Group
California
$7K – – –
SFMG
2249
Sage Financial Management Group
Virginia
$7K +$6.14K +41 New
SWG
2250
Summit Wealth Group
Vermont
$7K +$6.59K +44 New