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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
3051
Versant Capital Management
Arizona
$173K +$14.3K +276 +9%
AFS
3052
Annapolis Financial Services
Maryland
$170K -$3.37K -65 -2%
RG
3053
Retirement Group
California
$170K +$1.04K +20 +0.6%
APC
3054
Aspire Private Capital
North Carolina
$167K -$36.6K -706 -18%
BAM
3055
Bellevue Asset Management
Washington
$167K +$104 +2 +0.1%
SFFS
3056
Stonehage Fleming Financial Services
Jersey
$166K -$156K -3,000 -48%
AWA
3057
Aaron Wealth Advisors
Illinois
$165K +$166K +3,190 New
SIC
3058
SJS Investment Consulting
Ohio
$160K -$9.34K -180 -6%
KFS
3059
Kelly Financial Services
Massachusetts
$157K -$20.1K -388 -11%
CC
3060
Commons Capital
Massachusetts
$156K +$778 +15 +0.5%
JEST
3061
JTC Employer Solutions Trustee
Jersey
$155K – – –
MBFW
3062
Morton Brown Family Wealth
Pennsylvania
$154K +$208 +4 +0.1%
WFA
3063
Wellspring Financial Advisors
Ohio
$154K +$155K +2,980 New
WR
3064
WD Rutherford
Oregon
$151K – – –
CM
3065
Caption Management
Oklahoma
$150K +$150K +2,900 New
DWP
3066
Destiny Wealth Partners
Florida
$148K +$1.66K +32 +1%
CWM
3067
Cedar Wealth Management
California
$146K -$43.2K -833 -23%
OBWP
3068
O'Brien Wealth Partners
Massachusetts
$145K +$22.2K +428 +17%
CFG
3069
Claremont Financial Group
California
$145K +$136K +2,625 New
CH
3070
Canton Hathaway
Rhode Island
$144K – – –
PPWM
3071
PFG Private Wealth Management
Florida
$144K – – –
LD
3072
Lipe & Dalton
New York
$143K -$4.15K -80 -3%
SQA
3073
Simon Quick Advisors
New Jersey
$139K -$18.1K -348 -11%
EARNEST Partners
3074
EARNEST Partners
Georgia
$137K – – –
SAM
3075
Strategic Asset Management
Minnesota
$133K +$9.34K +180 +8%