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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2326
Burt Wealth Advisors
Maryland
$105K +$1.56K +70 +1%
AW
2327
Alpha Windward
Massachusetts
$103K
CI Investments Inc
2328
CI Investments Inc
Ontario, Canada
$101K -$11.6K -519 -10%
FPFS
2329
First Personal Financial Services
North Carolina
$101K -$1.27K -57 -1%
RFWA
2330
RPg Family Wealth Advisory
Massachusetts
$99.3K +$7.75K +347 +8%
MIFH
2331
Migdal Insurance & Financial Holdings
Israel
$98K -$46K -2,060 -31%
FWM
2332
Filbrandt Wealth Management
Wisconsin
$98K -$10.1K -450 -9%
EARNEST Partners
2333
EARNEST Partners
Georgia
$98K
TAIM
2334
TD Ameritrade Investment Management
Nebraska
$96K -$108K -4,847 -52%
NEAM
2335
New England Asset Management
Connecticut
$96K
LGWM
2336
Litman Gregory Wealth Management
California
$96K +$11.8K +530 +13%
JFA
2337
JNBA Financial Advisors
Minnesota
$95K
CAL
2338
Capital Advisors Ltd
Ohio
$94K
SIAS
2339
Shine Investment Advisory Services
Colorado
$93K +$11.3K +506 +13%
JWM
2340
Janiczek Wealth Management
Colorado
$91K +$28.5K +1,275 +43%
SFPG
2341
Stonebridge Financial Planning Group
Florida
$87K -$28.9K -1,292 -23%
ANBT
2342
American National Bank & Trust
Texas
$87K -$8.45K -378 -9%
POIA
2343
Pin Oak Investment Advisors
Texas
$87K
AIM
2344
AIA Investment Management
Singapore
$83K +$29.7K +1,328 +52%
SFFS
2345
Stonehage Fleming Financial Services
Jersey
$82K
LWA
2346
Lowe Wealth Advisors
Maryland
$81K -$18.5K -827 -18%
PS
2347
Planned Solutions
California
$81K +$84.3K +3,773 New
SQA
2348
Simon Quick Advisors
New Jersey
$74K -$57.5K -2,575 -43%
HFS
2349
Horizon Financial Services
North Carolina
$74K +$76.6K +3,428 New
PWM
2350
Provident Wealth Management
Tennessee
$70K +$72.8K +3,257 New