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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
901
TFC Financial Management
Massachusetts
$1.75K
CA
902
Continuum Advisory
Idaho
$1.75K +$315 +4 +21%
WIM
903
Westside Investment Management
California
$1.6K
M
904
MOTCO
Texas
$1.44K +$1.5K +19 New
STB
905
S&T Bank
Pennsylvania
$1.44K +$1.5K +19 New
HPC
906
HM Payson & Co
Maine
$1.37K -$3.86K -49 -73%
NL
907
NVWM LLC
Pennsylvania
$1.36K
WA
908
Whipplewood Advisors
Colorado
$1.29K +$3.62K +46 +271%
PIM
909
Plato Investment Management
Australia
$1.15K
WCM
910
WealthTrak Capital Management
Virginia
$1.14K -$393 -5 -25%
Kayne Anderson Rudnick Investment Management
911
Kayne Anderson Rudnick Investment Management
California
$1.14K
RAM
912
Riggs Asset Management
Pennsylvania
$1.06K
PWA
913
Principia Wealth Advisory
Texas
$1.01K +$472 +6 +75%
ACA
914
American Capital Advisory
Idaho
$911 +$944 +12 New
WA
915
WestEnd Advisors
North Carolina
$910 +$315 +4 +50%
TWD
916
True Wealth Design
Ohio
$835 +$866 +11 New
S
917
Sachetta
Massachusetts
$759
PWMG
918
Prestige Wealth Management Group
New Jersey
$683
VWA
919
Valued Wealth Advisors
Utah
$683
ADL
920
Asset Dedication LLC
California
$683 +$708 +9 New
BFS
921
Bare Financial Services
Pennsylvania
$683 +$708 +9 New
GA
922
GoalVest Advisory
New York
$683 +$708 +9 New
OW
923
Olistico Wealth
Oklahoma
$683 +$708 +9 New
WW
924
Winnow Wealth
Texas
$661 +$236 +3 +50%
BHWM
925
Bay Harbor Wealth Management
Maryland
$606 +$630 +8 New