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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
601
Jones Financial Companies
Missouri
$4.2K -$1.84K -100 -29%
CJ
602
Caitlin John
Michigan
$4.2K – – –
FGAM
603
Financial Gravity Asset Management
Texas
$3.93K -$1.47K -80 -26%
HWM
604
HighMark Wealth Management
Minnesota
$3.79K -$1.38K -75 -25%
OP
605
ORG Partners
Indiana
$3.79K +$4.04K +220 New
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$3.52K -$735 -40 -16%
SWA
607
SOA Wealth Advisors
New York
$3.26K – – –
GFL
608
Granite FO LLC
New Hampshire
$3.1K +$2.94K +160 New
VAG
609
VisionPoint Advisory Group
Texas
$3.09K +$3.31K +180 New
GEA
610
Glen Eagle Advisors
New Jersey
$2.93K – – –
TIM
611
Tortoise Investment Management
New York
$2.92K +$460 +25 +17%
WWP
612
WR Wealth Planners
Missouri
$2.83K +$3.03K +165 New
APC
613
Aspire Private Capital
North Carolina
$2.66K – – –
DF
614
DecisionPoint Financial
Arizona
$2.63K – – –
WAG
615
Wiser Advisor Group
Arizona
$2.58K -$276 -15 -9%
WPWM
616
Western Pacific Wealth Management
Illinois
$2.49K – – –
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.4K +$551 +30 +27%
FFC
618
First Financial Corp
Indiana
$2.31K +$2.48K +135 New
BHWM
619
Beaird Harris Wealth Management
Texas
$2.23K – – –
GC
620
Gould Capital
Washington
$2.14K – – –
SWM
621
Sanctuary Wealth Management
Idaho
$2.14K – – –
EWM
622
Evermay Wealth Management
Virginia
$2.06K – – –
AWM
623
Abound Wealth Management
Tennessee
$1.89K – – –
FP
624
Financial Perspectives
Minnesota
$1.8K – – –
M
625
MOTCO
Texas
$1.8K – – –