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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
BerganKDV Wealth Management
Minnesota
$39K
HFA
902
HC Financial Advisors
California
$38K
AWA
903
Amplius Wealth Advisors
Pennsylvania
$38K +$39.4K +335 New
CIM
904
Contravisory Investment Management
Massachusetts
$36K -$5.89M -50,077 -99%
TFO
905
Tarbox Family Office
California
$36K -$706 -6 -2%
FMII
906
Farmers & Merchants Investments Inc
Nebraska
$36K
CFD
907
Creative Financial Designs
Indiana
$36K +$5.88K +50 +19%
MFA
908
McClarren Financial Advisors
Pennsylvania
$35K
C
909
Covestor
United Kingdom
$35K +$35.1K +298 New
KFP
910
KB Financial Partners
New Jersey
$34K -$365K -3,104 -91%
HIIFS
911
Harel Insurance Investments & Financial Services
Israel
$34K
WWM
912
Wolff Wiese Magana
California
$34K +$26.7K +227 +324%
RIM
913
Rockbridge Investment Management
New York
$33K
EARNEST Partners
914
EARNEST Partners
Georgia
$32K
CFO
915
CVA Family Office
Colorado
$29K -$14.7K -125 -33%
BWM
916
Baystate Wealth Management
Massachusetts
$29K -$1.65K -14 -5%
COCM
917
Charter Oak Capital Management
New Hampshire
$29K +$29.4K +250 New
NFG
918
Next Financial Group
Texas
$26K -$1.06K -9 -4%
AA
919
AlphaMark Advisors
Kentucky
$26K
FCA
920
FinTrust Capital Advisors
South Carolina
$26K
CA
921
CoreCap Advisors
Michigan
$25K +$25.5K +217 New
NL
922
NVWM LLC
Pennsylvania
$24K -$800K -6,799 -97%
KFI
923
Key Financial Inc
Pennsylvania
$24K
SWA
924
SOA Wealth Advisors
New York
$23K -$26.5K -225 -53%
BWL
925
Bogart Wealth LLC
Virginia
$22K