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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1301
CVA Family Office
Colorado
$104K +$552 +7 +0.5%
CAL
1302
Capital Analysts LLC
Pennsylvania
$100K
PGAM
1303
Princeton Global Asset Management
New Jersey
$99.9K -$2.44K -31 -2%
TCG
1304
Transcendent Capital Group
Oklahoma
$97.4K +$31.5K +400 +50%
KFI
1305
Key Financial Inc
Pennsylvania
$96.1K
LFG
1306
Larson Financial Group
Missouri
$96K +$80.9K +1,027 +658%
CNBTD
1307
Citizens National Bank Trust Department
Mississippi
$94.9K
EWM
1308
Evermay Wealth Management
Virginia
$93.4K -$394 -5 -0.4%
C
1309
Covestor
United Kingdom
$93K +$69.3K +879 +323%
CSB
1310
City State Bank
Iowa
$91K
AssetMark Inc
1311
AssetMark Inc
California
$90.8K -$6.46K -82 -7%
BBPWM
1312
Blue Bell Private Wealth Management
Pennsylvania
$90.5K +$315 +4 +0.4%
ADL
1313
Asset Dedication LLC
California
$88K -$42.2K -536 -33%
AFG
1314
Albion Financial Group
Utah
$87.5K
BC
1315
Broadwater Capital
Massachusetts
$87.3K
JFA
1316
JNBA Financial Advisors
Minnesota
$82.5K
ANBT
1317
American National Bank & Trust
Texas
$81.2K -$54.1K -686 -41%
AWM
1318
Atticus Wealth Management
Florida
$81.2K +$11.8K +150 +18%
EFP
1319
EnRich Financial Partners
Wisconsin
$81.2K +$78.8K +1,000 New
FWM
1320
FSA Wealth Management
Massachusetts
$80.3K +$158 +2 +0.2%
BGAI
1321
Bruce G. Allen Investments
Colorado
$80.1K +$5.2K +66 +7%
BHWM
1322
Bay Harbor Wealth Management
Maryland
$79.3K -$630 -8 -0.8%
BWL
1323
Bogart Wealth LLC
Virginia
$79.1K +$79 +1 +0.1%
RTC
1324
Riverview Trust Company
Washington
$76.6K +$74.3K +943 New
RA
1325
Rise Advisors
New York
$75.7K +$24.6K +312 +50%