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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
601
Glassman Wealth Services
Virginia
$9K +$1.18K +23 +16%
RMAM
602
Raab & Moskowitz Asset Management
New Jersey
$9K +$9.21K +179 New
AA
603
Advisory Alpha
Michigan
$8.27K -$1.03K -20 -11%
CI
604
CX Institutional
Indiana
$8K -$2.07M -40,326 -100%
FEG
605
Financial Enhancement Group
Indiana
$8K – – –
MWC
606
MBM Wealth Consultants
Missouri
$8K – – –
OIA
607
Optimum Investment Advisors
Illinois
$8K – – –
LWM
608
Liberty Wealth Management
California
$8K +$103 +2 +1%
IBOK
609
Independence Bank of Kentucky
Kentucky
$8K +$7.71K +150 New
RWB
610
RMR Wealth Builders
New Jersey
$8K +$7.71K +150 New
SQA
611
Simon Quick Advisors
New Jersey
$8K +$7.71K +150 New
AW
612
Alpha Windward
Massachusetts
$7K -$566 -11 -8%
BL
613
Balentine LLC
Georgia
$7K +$669 +13 +11%
APC
614
Aspire Private Capital
North Carolina
$6K – – –
JFA
615
JNBA Financial Advisors
Minnesota
$6K – – –
EWA
616
Evolution Wealth Advisors
Florida
$6K +$5.71K +111 New
CFGS
617
Concourse Financial Group Securities
Alabama
$5K -$4.47K -87 -48%
CHC
618
City Holding Co
West Virginia
$5K – – –
TI
619
tru Independence
Oregon
$5K +$4.42K +86 New
SNT
620
Security National Trust
West Virginia
$4K +$4.32K +84 New
RWM
621
Raffa Wealth Management
District of Columbia
$3.16K – – –
FWM
622
Focused Wealth Management
New York
$3K – – –
HI
623
Human Investing
Oregon
$3K – – –
KPW
624
Kore Private Wealth
New York
$3K +$2.78K +54 New
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$2K – – –