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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3401
Berbice Capital Management
New York
$122K +$126K +1,222 New
HC
3402
Hoese & Co
Minnesota
$121K +$32.6K +316 +35%
HFS
3403
HBC Financial Services
Washington
$121K
VWM
3404
Vermillion Wealth Management
Minnesota
$120K +$125K +1,208 New
TLCM
3405
Twin Lakes Capital Management
California
$120K -$722 -7 -0.6%
T2I
3406
Turim 21 Investimentos
Brazil
$119K
VFM
3407
Vision Financial Markets
Connecticut
$118K +$122K +1,186 New
CSWM
3408
Cassady Schiller Wealth Management
Ohio
$117K +$14.1K +137 +13%
HC
3409
Hara Capital
Washington
$116K +$10.3K +100 +9%
HIIFS
3410
Harel Insurance Investments & Financial Services
Israel
$115K -$1.89M -18,302 -94%
SO
3411
Sierra Ocean
California
$114K +$118K +1,149 New
EIM
3412
Essex Investment Management
Massachusetts
$113K
YDMI
3413
Y.D. More Investments
Israel
$112K -$16.2K -157 -9%
CCMI
3414
Creative Capital Management Investments
California
$111K
HFS
3415
Hopwood Financial Services
Virginia
$106K +$110K +1,066 New
MSG
3416
Main Street Group
Virginia
$106K -$19.6K -190 -15%
BA
3417
Bellwether Advisors
Nebraska
$105K +$109K +1,058 New
EPIMS
3418
Evelyn Partners Investment Management Services
$105K +$109K +1,058 New
CFP
3419
Comprehensive Financial Planning
Pennsylvania
$105K +$109K +1,053 New
MC
3420
Montag & Caldwell
Georgia
$105K +$108K +1,052 New
WI
3421
Wintrust Investments
Illinois
$104K -$63.7K -618 -37%
FDW
3422
Fourth Dimension Wealth
Ohio
$103K +$96.3K +934 New
SFA
3423
Semmax Financial Advisors
North Carolina
$100K +$928 +9 +0.8%
CNBT
3424
Cornerstone National Bank & Trust
Illinois
$99.5K
DF
3425
DecisionPoint Financial
Arizona
$99.5K