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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1601
Loomis, Sayles & Company
Massachusetts
$86.5K +$84.1K +662 New
CCWM
1602
Cassaday & Co Wealth Management
Virginia
$86K +$11.8K +93 +16%
GK
1603
Graney & King
New York
$84.9K – – –
TCM
1604
TD Capital Management
Tennessee
$84.1K +$127 +1 +0.2%
AEPWM
1605
Atlantic Edge Private Wealth Management
Florida
$83.3K -$3.18K -25 -4%
BFP
1606
Birchwood Financial Partners
Minnesota
$82.9K – – –
HPBT
1607
Hickory Point Bank & Trust
Illinois
$82.8K – – –
TWD
1608
True Wealth Design
Ohio
$78.9K +$8.38K +66 +12%
SL
1609
Salomon & Ludwin
Virginia
$78.4K -$2.03K -16 -3%
GCM
1610
Gunpowder Capital Management
Maryland
$78.1K +$10.2K +80 +15%
SWAG
1611
Spectrum Wealth Advisory Group
California
$76.2K +$74.1K +583 New
CFFP
1612
Center for Financial Planning
Michigan
$76.1K – – –
WAG
1613
Wilkerson Advisory Group
Missouri
$72.4K +$4.19K +33 +6%
DIP
1614
DT Investment Partners
Pennsylvania
$72.2K – – –
VR
1615
Vision Retirement
New Jersey
$72.2K – – –
GKIM
1616
GW&K Investment Management
Massachusetts
$72K -$1.78K -14 -2%
TSMHT
1617
Thurston Springer Miller Herd & Titak
Indiana
$71.7K +$254 +2 +0.4%
APFP
1618
Action Point Financial Planning
Michigan
$71.2K +$69.5K +547 New
GSWM
1619
Golden State Wealth Management
California
$71K -$78.8K -620 -53%
MCM
1620
Manchester Capital Management
Vermont
$69.6K -$113K -891 -63%
AP
1621
Atwood & Palmer
Missouri
$68.2K +$508 +4 +0.8%
PWA
1622
Physician Wealth Advisors
Utah
$67K +$1.65K +13 +3%
PCFFS
1623
Pacific Center for Financial Services
California
$66.5K – – –
UFF
1624
USA Financial Formulas
Michigan
$66.2K -$17.8K -140 -22%
VWM
1625
Vermillion Wealth Management
Minnesota
$66K -$4.45K -35 -6%