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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
526
Center for Financial Planning
Michigan
$5K – – –
Kayne Anderson Rudnick Investment Management
527
Kayne Anderson Rudnick Investment Management
California
$5K – – –
TWA
528
TCI Wealth Advisors
Arizona
$5K +$1.07K +21 +18%
MFT
529
Moisand Fitzgerald Tamayo
Florida
$5K +$6.63K +130 New
NL
530
NVWM LLC
Pennsylvania
$5K +$6.98K +137 New
GEA
531
Glen Eagle Advisors
New Jersey
$4.87K – – –
RIM
532
Rockbridge Investment Management
New York
$4K -$1.22K -24 -19%
APC
533
Aspire Private Capital
North Carolina
$4K -$968 -19 -16%
HWM
534
Holloway Wealth Management
Florida
$4K – – –
PK
535
Pflug Koory
Nebraska
$4K – – –
SL
536
Savior LLC
Massachusetts
$4K – – –
SQA
537
Simon Quick Advisors
New Jersey
$4K – – –
SFP
538
Sterling Financial Planning
New Jersey
$4K – – –
TCM
539
Tradewinds Capital Management
Washington
$4K – – –
BWM
540
BerganKDV Wealth Management
Minnesota
$4K +$510 +10 +10%
HR
541
Howe & Rusling
New York
$4K +$765 +15 +19%
LWA
542
Lowe Wealth Advisors
Maryland
$4K +$1.27K +25 +33%
BWL
543
Bogart Wealth LLC
Virginia
$4K +$5.1K +100 New
CAL
544
Capital Analysts LLC
Pennsylvania
$4K +$5.1K +100 New
EARNEST Partners
545
EARNEST Partners
Georgia
$4K +$5.1K +100 New
EIP
546
Ellis Investment Partners
Pennsylvania
$4K +$5.1K +100 New
FMB
547
Field & Main Bank
Kentucky
$4K +$5.1K +100 New
SFPG
548
Stonebridge Financial Planning Group
Florida
$4K +$5.1K +100 New
WWMSC
549
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$5.4K +106 New
RWM
550
RBA Wealth Management
California
$3.9K +$5.1K +100 New