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Name Holding Trade Value Shares
Change
Change in
Stake
VCG
551
Vantage Consulting Group
Virginia
$25K +$24.4K +131 New
DAM
552
Delta Asset Management
Tennessee
$24K – – –
CAAS
553
Capital Asset Advisory Services
Michigan
$24K +$24.1K +129 New
SL
554
Savior LLC
Massachusetts
$23K – – –
BBHC
555
Brown Brothers Harriman & Co
New York
$22K -$187 -1 -0.9%
CWA
556
Clearview Wealth Advisors
Oregon
$20K +$19.6K +105 New
MFM
557
MD Financial Management
Ontario, Canada
$20K +$19.6K +105 New
SIC
558
Salem Investment Counselors
North Carolina
$19K – – –
CG
559
Cutler Group
California
$18K – – –
CDIA
560
Capital Directions Investment Advisors
Georgia
$17K – – –
EWA
561
Evolution Wealth Advisors
Florida
$15K -$4.11K -22 -21%
LF
562
Lee Financial
Texas
$15K – – –
TIAM2
563
Tru Independence Asset Management 2
Oregon
$15K +$14.6K +78 New
HWM
564
Holloway Wealth Management
Florida
$14K – – –
BWP
565
Baldwin Wealth Partners
Massachusetts
$13K – – –
EARNEST Partners
566
EARNEST Partners
Georgia
$13K – – –
PFBT
567
Parkside Financial Bank & Trust
Missouri
$13K +$373 +2 +3%
BCA
568
Berman Capital Advisors
Georgia
$13K +$1.87K +10 +17%
TAIM
569
TD Ameritrade Investment Management
Nebraska
$12K -$1.12K -6 -9%
BWA
570
BDO Wealth Advisors
Florida
$10K – – –
HIA
571
Harbor Investment Advisory
Maryland
$10K – – –
SWM
572
Sugarloaf Wealth Management
Georgia
$10K – – –
CA
573
Crewe Advisors
Utah
$10K +$4.67K +25 +89%
HF
574
Halpern Financial
Virginia
$7.77K – – –
BWM
575
BerganKDV Wealth Management
Minnesota
$7K +$2.61K +14 +56%