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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
476
Dubuque Bank & Trust
Iowa
$14K
GEA
477
Glen Eagle Advisors
New Jersey
$13.6K
MWM
478
MinichMacGregor Wealth Management
New York
$13K -$159 -1 -1%
IWP
479
Icon Wealth Partners
Texas
$13K +$12.7K +80 New
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$11K +$2.22K +14 +27%
CJA
481
C-J Advisory
California
$9K
PMFA
482
Plante Moran Financial Advisors
Michigan
$9K
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$8K -$8.1K -51 -51%
GWM
484
Geneos Wealth Management
Colorado
$8K
DCM
485
Delpha Capital Management
New York
$8K +$7.63K +48 New
AWA
486
Acorn Wealth Advisors
Michigan
$7K +$6.67K +42 New
GRP
487
Global Retirement Partners
California
$6K -$318 -2 -5%
CAM
488
CenterStar Asset Management
Illinois
$6K
MCM
489
MV Capital Management
Maryland
$6K
PFSC
490
Peoples Financial Services Corp
Pennsylvania
$6K
1832 Asset Management
491
1832 Asset Management
Ontario, Canada
$6K +$5.4K +34 New
SWM
492
SeaCrest Wealth Management
New York
$6K +$5.56K +35 New
PGA
493
Premia Global Advisors
Florida
$5K +$5.56K +35 New
PFGIA
494
Patriot Financial Group Insurance Agency
Massachusetts
$4K
TCOV
495
Trust Company of Vermont
Vermont
$4K
TFO
496
Tarbox Family Office
California
$4K +$635 +4 +21%
GWS
497
Glassman Wealth Services
Virginia
$4K +$3.97K +25 New
SP
498
SWS Partners
Ohio
$4K +$4.13K +26 New
WWMSC
499
Wagner Wealth Management (South Carolina)
South Carolina
$3K
LWA
500
Lenox Wealth Advisors
New York
$3K +$2.54K +16 New