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Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
1101
Global Wealth Strategies & Associates
Colorado
$3.6K
MDA
1102
Minot DeBlois Advisors
Massachusetts
$3.57K -$3.9K -50 -50%
Kayne Anderson Rudnick Investment Management
1103
Kayne Anderson Rudnick Investment Management
California
$3.5K
BL
1104
BFSG LLC
California
$3.28K +$3.58K +46 New
SIM
1105
Synergy Investment Management
Florida
$3.14K -$22K -283 -87%
LWA
1106
Lowe Wealth Advisors
Maryland
$3.14K
PCM
1107
Penserra Capital Management
California
$3K -$125K -1,605 -97%
CAWM
1108
Capital A Wealth Management
Pennsylvania
$3K -$234 -3 -7%
RF
1109
Roxbury Financial
New Jersey
$2.99K +$78 +1 +2%
S
1110
Sachetta
Massachusetts
$2.65K -$5.61K -72 -66%
CWM
1111
Crowley Wealth Management
Delaware
$2.57K
TWD
1112
True Wealth Design
Ohio
$2.29K
TC
1113
Truvestments Capital
Florida
$2.28K
BFS
1114
Burkett Financial Services
South Carolina
$2.14K +$2.34K +30 New
PWA
1115
Physician Wealth Advisors
Utah
$2K +$2.18K +28 New
CWC
1116
Carolinas Wealth Consulting
North Carolina
$2K -$1.56K -20 -42%
M
1117
MOTCO
Texas
$1.71K -$4.05K -52 -68%
SIC
1118
SJS Investment Consulting
Ohio
$1.71K -$234 -3 -11%
T
1119
Transce3nd
Texas
$1.64K -$8.41K -108 -82%
GJIA
1120
Glass Jacobson Investment Advisors
Maryland
$1.58K
AFG
1121
Albion Financial Group
Utah
$1.21K
FG
1122
Fairman Group
Pennsylvania
$1.15K -$1.01K -13 Closed
VWA
1123
Valued Wealth Advisors
Utah
$1.08K
TCM
1124
TD Capital Management
Tennessee
$1.08K
BHWM
1125
Bay Harbor Wealth Management
Maryland
$1.08K +$1.17K +15 New