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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1101
Creative Financial Designs
Indiana
$39K +$74 +1 +0.2%
FCFS
1102
First Command Financial Services
Texas
$38K -$19K -258 -34%
FCB
1103
First Command Bank
Texas
$38K -$18.4K -250 -33%
SFM
1104
Signet Financial Management
New Jersey
$36K +$2.35K +32 +7%
BCA
1105
Bay Colony Advisors
Massachusetts
$36K +$34.7K +471 New
RWA
1106
Ropes Wealth Advisors
Massachusetts
$34K
IP
1107
Intellectus Partners
California
$33K
DWA
1108
Divergent Wealth Advisors
Utah
$30K
TF
1109
Tompkins Financial
New York
$30K
YWP
1110
YorkBridge Wealth Partners
New York
$30K
LC
1111
Landaas & Company
Wisconsin
$30K +$29.1K +395 New
TDC
1112
Thompson Davis & Co
Virginia
$29K -$9.2K -125 -25%
CJA
1113
C-J Advisory
California
$29K
PW
1114
Price Wealth
Texas
$29K +$28.6K +388 New
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$27K -$14K -190 -35%
WWMSC
1116
Wagner Wealth Management (South Carolina)
South Carolina
$27K +$3.09K +42 +14%
MFW
1117
Mosaic Family Wealth
Missouri
$26K
PCIA
1118
Prime Capital Investment Advisors
Kansas
$26K +$25K +339 New
QT
1119
Quantbot Technologies
New York
$25K -$2.53M -34,362 -99%
POIA
1120
Pin Oak Investment Advisors
Texas
$24K
BAM
1121
Barrett Asset Management
New York
$23K
EWM
1122
Edge Wealth Management
New York
$23K
TL
1123
TrueWealth LLC
Georgia
$22K +$9.64K +131 +86%
KJWM
1124
Kiley Juergens Wealth Management
Washington
$22K +$21.3K +290 New
AIS
1125
Accurate Investment Solutions
Pennsylvania
$20K -$3.68K -50 -16%