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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1251
West Paces Advisors
Georgia
$10.4K
LWM
1252
Liberty Wealth Management
California
$10K -$7.6K -208 -41%
KWA
1253
KCS Wealth Advisory
California
$9.6K +$10.3K +281 New
VCM
1254
Versant Capital Management
Arizona
$9K -$3.91K -107 -27%
CA
1255
Centerpoint Advisors
Massachusetts
$9K
CBT
1256
Central Bank & Trust
Kentucky
$9K
TFO
1257
Tarbox Family Office
California
$8K -$4.71K -129 -35%
TIM
1258
Tortoise Investment Management
New York
$8K
RWM
1259
Raffa Wealth Management
District of Columbia
$7.86K +$8.41K +230 New
GWAG
1260
Garrett Wealth Advisory Group
Texas
$7.45K +$7.97K +218 New
FFW
1261
Fusion Family Wealth
New York
$7K
LWA
1262
Lenox Wealth Advisors
New York
$7K +$7.35K +201 New
WWM
1263
Willingdon Wealth Management
North Carolina
$6K -$2.41M -66,017 -100%
LWA
1264
Lowe Wealth Advisors
Maryland
$6K
PMFA
1265
Plante Moran Financial Advisors
Michigan
$6K
SIAP
1266
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$73 +2 +1%
VRM
1267
Vectors Research Management
New York
$6K +$73 +2 +1%
FA
1268
Fortis Advisors
Pennsylvania
$5K -$21.9K -600 -80%
FGAM
1269
Financial Gravity Asset Management
Texas
$5K -$3.11K -85 -35%
ICOM
1270
Investment Counselors of Maryland
Maryland
$5K -$877 -24 -15%
PCFFS
1271
Pacific Center for Financial Services
California
$5K
PAI
1272
Pittenger & Anderson Inc
Nebraska
$5K
1NWS
1273
1 North Wealth Services
Maryland
$5K +$5.15K +141 New
MAM
1274
Marquette Asset Management
Minnesota
$5K +$5.48K +150 New
KFS
1275
Kelly Financial Services
Massachusetts
$4.17K +$2.81K +77 +171%