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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
901
IMA Advisory Services
Colorado
$48.6K -$123 -2 -0.3%
PFG
902
Piershale Financial Group
Illinois
$47.7K +$44.6K +726 New
KFI
903
Key Financial Inc
Pennsylvania
$47.6K – – –
RG
904
Retirement Group
California
$46K +$24.6K +400 +133%
OC
905
Oakworth Capital
Alabama
$45.4K – – –
SWM
906
Spire Wealth Management
Virginia
$43K +$2.77K +45 +7%
CM
907
Caption Management
Oklahoma
$42.4K +$39.6K +645 New
LWP
908
Lumature Wealth Partners
Georgia
$42K – – –
CSC
909
Caldwell Sutter Capital
California
$42K +$39.3K +640 New
BAM
910
Bellevue Asset Management
Washington
$41.5K +$246 +4 +0.6%
FMP
911
Financial Management Professionals
Texas
$40K +$1.48K +24 +4%
C
912
Covestor
United Kingdom
$40K +$2.27K +37 +7%
JWA
913
JFS Wealth Advisors
Pennsylvania
$39.7K -$430 -7 -1%
HWA
914
Heritage Wealth Advisors
Virginia
$39.4K – – –
CWA
915
Clearview Wealth Advisors
Oregon
$39K +$3.56K +58 +11%
CSB
916
City State Bank
Iowa
$39K – – –
RFG
917
RFP Financial Group
Georgia
$38.8K +$36.3K +590 New
VWM
918
Valley Wealth Managers
New Jersey
$38.6K – – –
BC
919
Burleson & Co
California
$38K – – –
Loomis, Sayles & Company
920
Loomis, Sayles & Company
Massachusetts
$37K +$6.76K +110 +24%
EWM
921
Evermay Wealth Management
Virginia
$36.8K – – –
LS
922
Livforsakringsbolaget Skandia
Sweden
$35.7K – – –
MTIC
923
Missouri Trust & Investment Company
Missouri
$34K – – –
TIM
924
Tortoise Investment Management
New York
$33.6K +$430 +7 +1%
BONH
925
Bank of New Hampshire
New Hampshire
$33K – – –