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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
501
Signet Financial Management
New Jersey
$25K +$24.8K +677 New
FC
502
Ferris Capital
Massachusetts
$25K +$24.9K +680 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$24K
WIM
504
Westside Investment Management
California
$23.4K +$37 +1 +0.2%
AW
505
Alpha Windward
Massachusetts
$22K
FA
506
Fortis Advisors
Pennsylvania
$22K +$22K +600 New
VFA
507
Valeo Financial Advisors
Indiana
$21K -$18.5K -504 -47%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$21K -$3.3K -90 -14%
IFAM
509
Institutional & Family Asset Management
Colorado
$21K +$21.2K +579 New
MOS
510
MGO One Seven
Ohio
$19K -$2.02K -55 -10%
AIM
511
Advantage Investment Management
Iowa
$18K -$7.33K -200 -29%
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$18K
TL
513
TrueWealth LLC
Georgia
$18K
GBBWRPM
514
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$17.6K +481 New
IIC
515
Integrated Investment Consultants
Michigan
$17K +$17.3K +472 New
VCM
516
Versant Capital Management
Arizona
$16K -$110 -3 -0.7%
LFA
517
Legacy Financial Advisors
Kentucky
$16K +$6.6K +180 +71%
TRCT
518
Tower Research Capital (TRC)
New York
$15K -$307K -8,364 -95%
AWM
519
Aevitas Wealth Management
Massachusetts
$15K
SIAS
520
Shine Investment Advisory Services
Colorado
$15K +$15.1K +413 New
BC
521
Barnett & Company
Tennessee
$14K -$6.42K -175 -32%
MRCM
522
M&R Capital Management
New Jersey
$14K
KA
523
Kaizen Advisory
Illinois
$13K
LJHT
524
Laurie J. Hall Trustee
$13K
CFA
525
Carroll Financial Associates
North Carolina
$13K +$3.67K +100 +38%