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Name Holding Trade Value Shares
Change
Change in
Stake
FP
976
Financial Perspectives
Minnesota
$36.2K +$42.9K +1,035 New
LIA
977
LS Investment Advisors
Michigan
$36K -$200K -4,815 -83%
GAAM
978
Guinness Atkinson Asset Management
California
$36K -$86.4K -2,085 -67%
JFA
979
JNBA Financial Advisors
Minnesota
$36K
TVWM
980
Tower View Wealth Management
Wisconsin
$36K +$24.3K +585 +130%
CCA
981
Column Capital Advisors
Indiana
$34K -$23.6K -570 -37%
FHA
982
First Horizon Advisors
Tennessee
$34K +$6.22K +150 +18%
LPWM
983
Lake Point Wealth Management
Texas
$32K +$23K +555 +154%
SFSG
984
Stearns Financial Services Group
North Carolina
$31K -$21.8K -525 -37%
SNT
985
Security National Trust
West Virginia
$31K
WLPWM
986
Walled Lake Planning & Wealth Management
Illinois
$31K
PLU
987
Performa Ltd (US)
South Carolina
$31K +$37.3K +900 New
PWMG
988
Prestige Wealth Management Group
New Jersey
$31K +$37.3K +900 New
EARNEST Partners
989
EARNEST Partners
Georgia
$30K
EAM
990
Erste Asset Management
Austria
$29.9K
KFS
991
Kelly Financial Services
Massachusetts
$29.3K
BCA
992
Bray Capital Advisors
Florida
$29K
KFI
993
Key Financial Inc
Pennsylvania
$29K +$35.4K +855 New
WFMPM
994
Woodley Farra Manion Portfolio Management
Indiana
$28K +$1.86K +45 +6%
CAL
995
Capital Analysts LLC
Pennsylvania
$28K +$33K +795 New
NC
996
NewSquare Capital
Pennsylvania
$28K +$33.6K +810 New
MF
997
Manchester Financial
California
$27K +$31.7K +765 New
MWA
998
Moser Wealth Advisors
Washington
$26K -$31.1K -750 -50%
BAM
999
Barrett Asset Management
New York
$26K
MA
1000
MCF Advisors
Kentucky
$26K +$30.5K +735 New