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Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
501
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.08K +92 New
IWM
502
IHT Wealth Management
Illinois
$5K +$5.52K +100 New
MPPLM
503
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K
WT
504
Whittier Trust
California
$4K
EARNEST Partners
505
EARNEST Partners
Georgia
$4K +$4.58K +83 New
LFA
506
Legacy Financial Advisors
Kentucky
$4K +$4.97K +90 New
CAW
507
Cornerstone Advisors (Washington)
Washington
$3K
MRCM
508
M&R Capital Management
New Jersey
$3K
FGC
509
Financial Gravity Companies
Texas
$3K +$2.54K +46 New
AWM
510
Aevitas Wealth Management
Massachusetts
$3K +$2.6K +47 New
CB
511
CNB Bank
Pennsylvania
$3K +$2.76K +50 New
MGIA
512
Moneta Group Investment Advisors
Missouri
$3K +$3.04K +55 New
AIS
513
Accurate Investment Solutions
Pennsylvania
$2K
BWP
514
Baldwin Wealth Partners
Massachusetts
$2K
DOA
515
D'Orazio & Associates
Virginia
$2K
OFW
516
Omnia Family Wealth
Florida
$2K
SA
517
SRH Advisors
Kansas
$2K
SIAP
518
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K
ADL
519
Asset Dedication LLC
California
$2K +$1.1K +20 New
AF
520
Advisornet Financial
Minnesota
$2K +$1.66K +30 New
AssetMark Inc
521
AssetMark Inc
California
$2K +$1.88K +34 New
GI
522
Gradient Investments
Minnesota
$2K +$2.32K +42 New
OWA
523
One Wealth Advisors
California
$2K +$2.49K +45 New
THWM
524
Taylor Hoffman Wealth Management
Virginia
$2K +$2.49K +45 New
SIM
525
Sonora Investment Management
Arizona
$1.61K