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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1926
Glen Eagle Advisors
New Jersey
$7.74K
IAS
1927
IMA Advisory Services
Colorado
$7.74K +$3.38K +8 +73%
GG
1928
Gleason Group
Kentucky
$7.33K +$7.6K +18 New
PS
1929
Planning Strategies
Pennsylvania
$7.33K +$7.6K +18 New
PP
1930
Pacifica Partners
Canada
$7.04K
GCM
1931
Gables Capital Management
Florida
$6.93K
APW
1932
Allied Private Wealth
Florida
$6.91K +$6.76K +16 New
SWA
1933
SOA Wealth Advisors
New York
$6.63K -$5.09M -12,049 -80%
DPW
1934
DiNuzzo Private Wealth
Pennsylvania
$6.52K
TVWM
1935
Tower View Wealth Management
Wisconsin
$6.52K
JSAM
1936
J. Safra Asset Management
New York
$6.52K -$320K -757 -98%
WA
1937
Whipplewood Advisors
Colorado
$6.52K -$51.1K -121 -88%
TM
1938
Torren Management
California
$6.52K -$2.11K -5 -24%
T
1939
Transce3nd
Texas
$6.46K +$845 +2 +15%
CWP
1940
Clark Wealth Partners
Illinois
$6.11K
FPB
1941
First PREMIER Bank
South Dakota
$6K
BH
1942
Burk Holdings
Oklahoma
$5.7K
CC
1943
Corsicana & Co
Texas
$5.7K
SN
1944
Sittner & Nelson
Oregon
$5.7K
BCV
1945
Banque Cantonale Vaudoise
Switzerland
$5.55K -$955K -2,262 -14%
CIAS
1946
CBIZ Investment Advisory Services
Ohio
$5.53K
ACA
1947
American Capital Advisory
Idaho
$5.29K +$1.27K +3 +30%
PMFA
1948
Plante Moran Financial Advisors
Michigan
$5.29K +$5.49K +13 New
FRA
1949
Front Row Advisors
California
$4.9K
BA
1950
Bard Associates
Illinois
$4.89K +$5.07K +12 New