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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$4K -$15.9K -388 -80%
CTC
527
Central Trust Company
Missouri
$4K -$4.11K -100 -48%
MFT
528
Moisand Fitzgerald Tamayo
Florida
$4K -$1.23K -30 -23%
CI
529
CX Institutional
Indiana
$4K – – –
EARNEST Partners
530
EARNEST Partners
Georgia
$4K – – –
FMB
531
Field & Main Bank
Kentucky
$4K – – –
HWM
532
Holloway Wealth Management
Florida
$4K – – –
JEST
533
JTC Employer Solutions Trustee
Jersey
$4K – – –
LWA
534
Lowe Wealth Advisors
Maryland
$4K – – –
RIM
535
Rockbridge Investment Management
New York
$4K – – –
SL
536
Savior LLC
Massachusetts
$4K – – –
SFP
537
Sterling Financial Planning
New Jersey
$4K – – –
SFPG
538
Stonebridge Financial Planning Group
Florida
$4K – – –
TCM
539
Tradewinds Capital Management
Washington
$4K – – –
WQ
540
Wealth Quarterback
New Jersey
$4K – – –
CDIA
541
Capital Directions Investment Advisors
Georgia
$4K +$4.11K +100 New
CPC
542
Consolidated Planning Corp
Georgia
$4K +$4.11K +100 New
PK
543
Pflug Koory
Nebraska
$4K +$4.11K +100 New
SQA
544
Simon Quick Advisors
New Jersey
$3K -$20.5K -500 -83%
BWL
545
Bogart Wealth LLC
Virginia
$3K -$822 -20 -20%
AssetMark Inc
546
AssetMark Inc
California
$3K – – –
EIP
547
Ellis Investment Partners
Pennsylvania
$3K – – –
HI
548
Hoey Investments
Pennsylvania
$3K – – –
JFA
549
JNBA Financial Advisors
Minnesota
$3K +$3.41K +83 New
CFA
550
Carroll Financial Associates
North Carolina
$2K -$17.7K -432 -87%