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Name Holding Trade Value Shares
Change
Change in
Stake
PCC
601
Park Circle Company
Maryland
$43.5K – – –
CWM
602
Consultiva Wealth Management
Puerto Rico
$43.5K +$14.9K +300 +60%
BTI
603
Blue Trust Inc
Georgia
$41.3K -$50 -1 -0.1%
FCAS
604
First Command Advisory Services
Texas
$41.1K +$26.1K +525 +228%
HI
605
Harbour Investments
Wisconsin
$40.6K +$1.89K +38 +5%
TSMHT
606
Thurston Springer Miller Herd & Titak
Indiana
$36.4K – – –
QL
607
Quarry LP
New York
$36.1K +$9.15K +184 +38%
TFIPS
608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.9K – – –
CRI
609
Commonwealth Retirement Investments
Virginia
$34.5K +$31.5K +634 New
LFG
610
Larson Financial Group
Missouri
$33.6K -$33.8K -680 -52%
APW
611
Atlantic Private Wealth
North Carolina
$33.6K – – –
C
612
Covestor
United Kingdom
$33K -$29.4K -590 -50%
MHR
613
Matthew Hamilton Rosenberg
$33K – – –
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$31.8K -$10.4K -209 -26%
SIC
615
SJS Investment Consulting
Ohio
$31.2K +$11.6K +233 +68%
TLA
616
Tanglewood Legacy Advisors
Texas
$28.8K – – –
NSIM
617
North Star Investment Management
Illinois
$28K +$24.9K +501 +3,854%
CA
618
CoreCap Advisors
Michigan
$25.4K -$1.64K -33 -7%
GSWM
619
Golden State Wealth Management
California
$25.3K -$2.49K -50 -10%
BWA
620
Basecamp Wealth Advisors
Washington
$24.2K -$3.08K -62 -12%
PAP
621
Persistent Asset Partners
Hong Kong
$24.1K -$850K -17,085 -97%
GKIM
622
GW&K Investment Management
Massachusetts
$23K – – –
LI
623
LRI Investments
Florida
$22.9K +$5.37K +108 +35%
GIA
624
GHP Investment Advisors
Colorado
$22.8K – – –
MIM
625
Marshall Investment Management
Colorado
$22.5K – – –