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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
826
Berman Capital Advisors
Georgia
$48K -$16.7K -316 -27%
CFG
827
CKW Financial Group
Hawaii
$47K
JFA
828
JNBA Financial Advisors
Minnesota
$46K
APWM
829
Atlas Private Wealth Management
New York
$45K
Cohen & Steers
830
Cohen & Steers
New York
$41K -$6.75K -128 -15%
NPP
831
New Potomac Partners
Maryland
$41K
HFA
832
HC Financial Advisors
California
$40K -$4.74K -90 -11%
SL
833
Savior LLC
Massachusetts
$39K -$6.22K -118 -15%
AIP
834
Ameritas Investment Partners
Nebraska
$38K
AIA
835
AGF Investments America
Ontario, Canada
$37K
EWA
836
Evolution Wealth Advisors
Florida
$37K
TFS
837
TrustCore Financial Services
Tennessee
$37K +$5.75K +109 +20%
ABA
838
American Beacon Advisors
Texas
$36K -$4.22K -80 -8%
CB
839
CNB Bank
Pennsylvania
$36K
LWM
840
Liberty Wealth Management
California
$36K +$22.7K +430 +215%
KWM
841
Keebeck Wealth Management
Illinois
$36K +$33.2K +630 New
GFPC
842
Global Financial Private Client
Florida
$34.4K -$27.6K -523 -46%
POIA
843
Pin Oak Investment Advisors
Texas
$34K
RDWM
844
Red Door Wealth Management
Tennessee
$34K
M
845
Mirova
France
$33K
TL
846
TrueWealth LLC
Georgia
$33K
BWM
847
BerganKDV Wealth Management
Minnesota
$33K +$16.1K +305 +111%
LWA
848
Lenox Wealth Advisors
New York
$31K -$53.9K -1,022 -65%
AWMS
849
Advocacy Wealth Management Services
Georgia
$29K -$6.9K -131 -21%
MSFP
850
Mark Sheptoff Financial Planning
Connecticut
$29K