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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
551
Bell Investment Advisors
California
$6K +$6.2K +122 New
PMFA
552
Plante Moran Financial Advisors
Michigan
$6K +$6.36K +125 New
CFFP
553
Center for Financial Planning
Michigan
$5K
LFG
554
Larson Financial Group
Missouri
$5K
MA
555
Montag & Associates
Georgia
$5K
TFGT
556
TS Financial Group (TSFG)
Illinois
$5K
KIG
557
Kowal Investment Group
Wisconsin
$5K +$4.83K +95 New
CFA
558
Cahill Financial Advisors
Minnesota
$5K +$5.54K +109 New
BWL
559
Bogart Wealth LLC
Virginia
$4K
MA
560
MCF Advisors
Kentucky
$4K
SWA
561
Sutton Wealth Advisors
Florida
$3.08K
VRM
562
Vectors Research Management
New York
$3K -$5.08K -100 -60%
AFG
563
Albion Financial Group
Utah
$3K
HWA
564
HHM Wealth Advisors
Tennessee
$3K
PP
565
Pacifica Partners
Canada
$3K
PCFFS
566
Pacific Center for Financial Services
California
$3K
RDFA
567
Ritter Daniher Financial Advisory
Ohio
$3K
GPA
568
Guidance Point Advisors
Massachusetts
$3K +$3.61K +71 New
IFAM
569
Institutional & Family Asset Management
Colorado
$2K
NSIM
570
North Star Investment Management
Illinois
$2K
PCTC
571
Perkins Coie Trust Company
Washington
$2K
GKWIM
572
Gerber Kawasaki Wealth & Investment Management
California
$2K +$102 +2 New
TCM
573
TD Capital Management
Tennessee
$1K
UFF
574
USA Financial Formulas
Michigan
$1K
AA
575
Addison Advisors
Vermont
$1K +$915 +18 New