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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$6K -$47K -813 -89%
CTC
652
Central Trust Company
Missouri
$6K -$578 -10 -9%
JFA
653
JNBA Financial Advisors
Minnesota
$6K – – –
MHR
654
Matthew Hamilton Rosenberg
$6K – – –
TSWM
655
Tyler-Stone Wealth Management
Ohio
$6K +$6.24K +108 New
HWM
656
HighMark Wealth Management
Minnesota
$5K – – –
CWP
657
Concord Wealth Partners
Virginia
$5K +$2.25K +39 +100%
JIR
658
James Investment Research
Ohio
$5K +$5.2K +90 New
JWA
659
JFS Wealth Advisors
Pennsylvania
$5K +$5.2K +90 New
RWM
660
Raffa Wealth Management
District of Columbia
$4.41K – – –
BIA
661
Bell Investment Advisors
California
$4K -$983 -17 -19%
WFS
662
Widmann Financial Services
Maryland
$4K +$4.33K +75 New
VCM
663
Versant Capital Management
Arizona
$3K -$347 -6 -10%
FPS
664
Fieldpoint Private Securities
Connecticut
$3K – – –
SC
665
Sierra Capital
Florida
$3K +$2.6K +45 New
LWA
666
Lenox Wealth Advisors
New York
$3K +$2.95K +51 New
SC
667
Schubert & Co
Texas
$3K +$2.95K +51 New
Lazard Asset Management
668
Lazard Asset Management
New York
$2K -$734K -12,707 -100%
BWM
669
BerganKDV Wealth Management
Minnesota
$2K -$4.33K -75 -70%
HPC
670
HM Payson & Co
Maine
$2K -$2.83K -49 -56%
CWC
671
Carolinas Wealth Consulting
North Carolina
$2K – – –
FBT
672
First Bank & Trust
South Dakota
$2K – – –
KFP
673
KB Financial Partners
New Jersey
$2K +$1.73K +30 New
AWM
674
Accel Wealth Management
Iowa
$2K +$2.02K +35 New
HVM
675
Harvest Volatility Management
Connecticut
$1.87K -$1.39M -23,988 -100%