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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
401
Ropes Wealth Advisors
Massachusetts
$22K – – –
CAC
402
Certified Advisory Corp
Florida
$21K -$10.4K -590 -37%
ADL
403
Asset Dedication LLC
California
$21K – – –
HCM
404
Horrell Capital Management
Arkansas
$21K – – –
NCM
405
New Capital Management
Texas
$21K – – –
TFA
406
Toth Financial Advisory
Virginia
$21K – – –
GI
407
Gradient Investments
Minnesota
$21K +$17.7K +1,000 New
First Manhattan
408
First Manhattan
New York
$20K – – –
CAGAS
409
Capital Advisory Group Advisory Services
Minnesota
$20K +$17.5K +990 New
FCA
410
FinTrust Capital Advisors
South Carolina
$18K -$14.8K -840 -49%
GEA
411
Glen Eagle Advisors
New Jersey
$16.5K – – –
CBOA
412
Commonwealth Bank of Australia
Australia
$15K -$17.7K -1,000 -56%
HGWM
413
Harvest Group Wealth Management
Massachusetts
$15K +$12.9K +730 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$14.1K +$1.59K +90 +15%
1NWS
415
1 North Wealth Services
Maryland
$14K – – –
CFD
416
Creative Financial Designs
Indiana
$14K – – –
BWA
417
BDO Wealth Advisors
Florida
$13K +$11.3K +640 New
LPWM
418
Lake Point Wealth Management
Texas
$12K – – –
LFG
419
LifePlan Financial Group
Ohio
$10K -$20.3K -1,150 -70%
BBA
420
Braun-Bostich & Associates
Pennsylvania
$10K – – –
LFG
421
Larson Financial Group
Missouri
$10K – – –
BWM
422
BerganKDV Wealth Management
Minnesota
$10K +$8.83K +500 New
GSWM
423
Golden State Wealth Management
California
$10K +$8.83K +500 New
PCM
424
Peregrine Capital Management
Minnesota
$9K – – –
GI
425
GS Investments
Minnesota
$8.68K +$6.18K +350 +500%