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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
526
Versant Capital Management
Arizona
$3.4K
VF
527
VitalStone Financial
Texas
$3K +$2.43K +17 New
ADL
528
Asset Dedication LLC
California
$3K +$3.29K +23 New
MCM
529
MV Capital Management
Maryland
$2.98K +$715 +5 +31%
SIS
530
Sound Income Strategies
Florida
$2.98K
TWC
531
TD Waterhouse Canada
Ontario, Canada
$2.82K
BF
532
BOK Financial
Oklahoma
$2.81K +$2.72K +19 +1,900%
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$2.69K
AWM
534
Abound Wealth Management
Tennessee
$2.69K +$429 +3 +19%
HI
535
Harbour Investments
Wisconsin
$2.41K -$22.9K -160 -90%
TIM
536
Tortoise Investment Management
New York
$2.27K +$143 +1 +7%
QC
537
Quent Capital
New York
$2.13K -$4.15K -29 -66%
RWM
538
Raffa Wealth Management
District of Columbia
$2.13K
SWA
539
Sutton Wealth Advisors
Florida
$2.13K +$1.43K +10 +200%
SIC
540
SJS Investment Consulting
Ohio
$1.99K -$286 -2 -13%
AGWCA
541
Annis Gardner Whiting Capital Advisors
Florida
$1.98K +$2K +14 New
FPFS
542
First Personal Financial Services
North Carolina
$1.77K +$1.86K +13 New
PWMG
543
Prestige Wealth Management Group
New Jersey
$1.7K
SWA
544
SOA Wealth Advisors
New York
$1.42K
OLVIG
545
Oliver Lagore Vanvalin Investment Group
Michigan
$1.42K +$1.43K +10 New
AAP
546
Arax Advisory Partners
Colorado
$1.28K
Kayne Anderson Rudnick Investment Management
547
Kayne Anderson Rudnick Investment Management
California
$1.27K
First Manhattan
548
First Manhattan
New York
$1.13K
TFA
549
Transamerica Financial Advisors
Florida
$1K -$143 -1 -14%
FMP
550
Financial Management Professionals
Texas
$1K