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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$9.25K – – –
GWSG
502
GPS Wealth Strategies Group
Colorado
$8.94K +$7.93K +145 New
Cohen & Steers
503
Cohen & Steers
New York
$8K – – –
AAG
504
Armstrong Advisory Group
Massachusetts
$7.71K -$4.1K -75 -38%
BIA
505
Bell Investment Advisors
California
$7.71K -$1.2K -22 -15%
HIM
506
Hillsdale Investment Management
Ontario, Canada
$7.71K – – –
CFO
507
CVA Family Office
Colorado
$7.71K +$6.01K +110 +733%
LOIM
508
Liberty One Investment Management
Illinois
$7.65K +$6.78K +124 New
WAM
509
WFA Asset Management
Wisconsin
$7.4K – – –
PPC
510
Park Place Capital
Alabama
$6.54K +$2.3K +42 +66%
FWM
511
Focused Wealth Management
New York
$6.35K – – –
CFFP
512
Center for Financial Planning
Michigan
$6.17K – – –
PMFA
513
Plante Moran Financial Advisors
Michigan
$6.17K – – –
GWS
514
Glassman Wealth Services
Virginia
$5.61K -$2.13K -39 -30%
CAC
515
Core Alternative Capital
Georgia
$5.12K +$1.2K +22 +36%
FMP
516
Financial Management Professionals
Texas
$5K – – –
AF
517
Advisornet Financial
Minnesota
$4.99K +$328 +6 +8%
GIA
518
GHP Investment Advisors
Colorado
$4.63K – – –
BWP
519
Baldwin Wealth Partners
Massachusetts
$4.63K +$4.1K +75 New
HCM
520
Hollencrest Capital Management
California
$4.38K – – –
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.32K – – –
CBT
522
Central Bank & Trust
Kentucky
$4.01K +$3.55K +65 New
PCM
523
Pointe Capital Management
Michigan
$3.7K +$3.28K +60 New
JWA
524
JFS Wealth Advisors
Pennsylvania
$3.39K +$656 +12 +28%
HWM
525
HighMark Wealth Management
Minnesota
$3.39K – – –