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Name Holding Trade Value Shares
Change
Change in
Stake
T
1201
Tidemark
California
$15.7K +$625 +1 +4%
RWM
1202
Rialto Wealth Management
New York
$15.1K +$16.3K +26 New
LFA
1203
LGT Financial Advisors
Texas
$15.1K
QA
1204
Quattro Advisors
Pennsylvania
$15.1K +$16.3K +26 New
DF
1205
Dunhill Financial
United Kingdom
$14.5K
DPW
1206
DiNuzzo Private Wealth
Pennsylvania
$14.5K +$1.88K +3 +14%
EWM
1207
Evermay Wealth Management
Virginia
$13.4K +$14.4K +23 New
MWA
1208
Medallion Wealth Advisors
Connecticut
$13.4K -$1.25K -2 -8%
TSMHT
1209
Thurston Springer Miller Herd & Titak
Indiana
$13.4K -$53.8K -86 -79%
GKIM
1210
GW&K Investment Management
Massachusetts
$13K
CFFP
1211
Center for Financial Planning
Michigan
$12.8K
LWMI
1212
Legacy Wealth Management (Idaho)
Idaho
$12.8K +$3.75K +6 +38%
AA
1213
Ancora Advisors
Ohio
$12.8K +$6.88K +11 +100%
DJSG
1214
D.J. St. Germain
Massachusetts
$12.8K +$9.38K +15 +214%
Kayne Anderson Rudnick Investment Management
1215
Kayne Anderson Rudnick Investment Management
California
$12.6K -$6.25K -10 -32%
AT
1216
Avalon Trust
New Mexico
$12.2K
CFD
1217
Creative Financial Designs
Indiana
$12.2K
AFG
1218
Albion Financial Group
Utah
$11.6K -$15.6K -25 -56%
MA
1219
MCF Advisors
Kentucky
$11.6K +$7.5K +12 +150%
1IA
1220
1620 Investment Advisors
Massachusetts
$11.6K
STB
1221
S&T Bank
Pennsylvania
$11K -$22.5K -36 -65%
CAM
1222
Costello Asset Management
Pennsylvania
$11K +$11.9K +19 New
CH
1223
Cromwell Holdings
Wyoming
$9.87K -$91.3K -146 -90%
TCM
1224
TD Capital Management
Tennessee
$9.87K
CWM
1225
Cranbrook Wealth Management
Michigan
$9.29K