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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2326
Fiduciary Planning
Florida
$107K -$1.18M -52,985 -91%
BWA
2327
Burt Wealth Advisors
Maryland
$105K +$1.56K +70 +1%
AW
2328
Alpha Windward
Massachusetts
$103K – – –
CI Investments Inc
2329
CI Investments Inc
Ontario, Canada
$101K -$11.6K -519 -10%
FPFS
2330
First Personal Financial Services
North Carolina
$101K -$1.27K -57 -1%
RFWA
2331
RPg Family Wealth Advisory
Massachusetts
$99.3K +$7.75K +347 +8%
MIFH
2332
Migdal Insurance & Financial Holdings
Israel
$98K -$46K -2,060 -31%
FWM
2333
Filbrandt Wealth Management
Wisconsin
$98K -$10.1K -450 -9%
EARNEST Partners
2334
EARNEST Partners
Georgia
$98K – – –
TAIM
2335
TD Ameritrade Investment Management
Nebraska
$96K -$108K -4,847 -52%
NEAM
2336
New England Asset Management
Connecticut
$96K – – –
LGWM
2337
Litman Gregory Wealth Management
California
$96K +$11.8K +530 +13%
JFA
2338
JNBA Financial Advisors
Minnesota
$95K – – –
CAL
2339
Capital Advisors Ltd
Ohio
$94K – – –
SIAS
2340
Shine Investment Advisory Services
Colorado
$93K +$11.3K +506 +13%
JWM
2341
Janiczek Wealth Management
Colorado
$91K +$28.5K +1,275 +43%
SFPG
2342
Stonebridge Financial Planning Group
Florida
$87K -$28.9K -1,292 -23%
ANBT
2343
American National Bank & Trust
Texas
$87K -$8.45K -378 -9%
POIA
2344
Pin Oak Investment Advisors
Texas
$87K – – –
AIM
2345
AIA Investment Management
Singapore
$83K +$29.7K +1,328 +52%
SFFS
2346
Stonehage Fleming Financial Services
Jersey
$82K – – –
LWA
2347
Lowe Wealth Advisors
Maryland
$81K -$18.5K -827 -18%
PS
2348
Planned Solutions
California
$81K +$84.3K +3,773 New
SQA
2349
Simon Quick Advisors
New Jersey
$74K -$57.5K -2,575 -43%
HFS
2350
Horizon Financial Services
North Carolina
$74K +$76.6K +3,428 New