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Name Holding Trade Value Shares
Change
Change in
Stake
DFP
3426
Defined Financial Planning
California
$3.5M -$49.9K -286 -2%
IDA
3427
Intelligence Driven Advisers
California
$3.5M +$464K +2,660 +17%
GWM
3428
GK Wealth Management
Nevada
$3.5M +$140K +803 +4%
QT
3429
Quantbot Technologies
New York
$3.49M -$11.9M -68,407 -79%
EWA
3430
Etesian Wealth Advisors
Oregon
$3.49M -$321K -1,842 -9%
KPWG
3431
KFA Private Wealth Group
Virginia
$3.48M +$86.3K +495 +3%
PS
3432
Pinney & Scofield
Massachusetts
$3.48M +$34.9K +200 +1%
JLBC
3433
J.L. Bainbridge & Co
Florida
$3.48M -$119K -682 -4%
PL
3434
Parthenon LLC
Kentucky
$3.48M -$959K -5,500 -23%
LA
3435
Lifeworks Advisors
Michigan
$3.48M +$79.3K +455 +3%
HFA
3436
High Falls Advisors
New York
$3.47M -$41K -235 -1%
MC
3437
Martin & Co
Tennessee
$3.47M -$494K -2,832 -13%
IIC
3438
Integrated Investment Consultants
Michigan
$3.47M -$45K -258 -1%
FTUS
3439
Flow Traders U.S.
New York
$3.46M -$9.68M -55,561 -75%
ACM
3440
Anfield Capital Management
California
$3.46M +$2.24M +12,850 +225%
VWM
3441
Vigilare Wealth Management
Arizona
$3.46M -$72K -413 -2%
EPW
3442
Endeavor Private Wealth
Kansas
$3.43M +$1.41M +8,117 +79%
BAS
3443
Breakthru Advisory Services
Wisconsin
$3.42M +$3.19M +18,321 New
MWP
3444
Madison Wealth Partners
Wisconsin
$3.42M -$27.9K -160 -0.9%
EC
3445
Eaton-Cambridge
Arizona
$3.42M -$109K -627 -3%
AWM
3446
Aberdeen Wealth Management
Illinois
$3.41M +$64.5K +370 +2%
PCM
3447
Payne Capital Management
New York
$3.4M +$67.3K +386 +2%
WI
3448
Wedgewood Investors
Pennsylvania
$3.4M -$15.7K -90 -0.5%
FA
3449
Fermata Advisors
California
$3.4M -$251K -1,438 -7%
KFA
3450
Kelleher Financial Advisors
New York
$3.4M +$779K +4,469 +33%