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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$24K
CAAS
552
Capital Asset Advisory Services
Michigan
$24K +$24.1K +129 New
SL
553
Savior LLC
Massachusetts
$23K
BBHC
554
Brown Brothers Harriman & Co
New York
$22K -$187 -1 -0.9%
CWA
555
Clearview Wealth Advisors
Oregon
$20K +$19.6K +105 New
MFM
556
MD Financial Management
Ontario, Canada
$20K +$19.6K +105 New
SIC
557
Salem Investment Counselors
North Carolina
$19K
CG
558
Cutler Group
California
$18K
CDIA
559
Capital Directions Investment Advisors
Georgia
$17K
EWA
560
Evolution Wealth Advisors
Florida
$15K -$4.11K -22 -21%
LF
561
Lee Financial
Texas
$15K
TIAM2
562
Tru Independence Asset Management 2
Oregon
$15K +$14.6K +78 New
HWM
563
Holloway Wealth Management
Florida
$14K
BWP
564
Baldwin Wealth Partners
Massachusetts
$13K
EARNEST Partners
565
EARNEST Partners
Georgia
$13K
PFBT
566
Parkside Financial Bank & Trust
Missouri
$13K +$373 +2 +3%
BCA
567
Berman Capital Advisors
Georgia
$13K +$1.87K +10 +17%
TAIM
568
TD Ameritrade Investment Management
Nebraska
$12K -$1.12K -6 -9%
BWA
569
BDO Wealth Advisors
Florida
$10K
HIA
570
Harbor Investment Advisory
Maryland
$10K
SWM
571
Sugarloaf Wealth Management
Georgia
$10K
CA
572
Crewe Advisors
Utah
$10K +$4.67K +25 +89%
HF
573
Halpern Financial
Virginia
$7.77K
BWM
574
BerganKDV Wealth Management
Minnesota
$7K +$2.61K +14 +56%
AF
575
Allworth Financial
California
$6K