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Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
851
Lake Point Wealth Management
Texas
$39K +$34.4K +99 New
BFC
852
Bedel Financial Consulting
Indiana
$37K – – –
CAL
853
Capital Analysts LLC
Pennsylvania
$34K – – –
CHA
854
Carmichael Hill & Associates
Maryland
$34K – – –
Bank Julius Baer & Co
855
Bank Julius Baer & Co
Switzerland
$34K +$29.9K +86 New
RDWM
856
Red Door Wealth Management
Tennessee
$34K +$30.6K +88 New
HFA
857
HC Financial Advisors
California
$32K – – –
HWM
858
Holloway Wealth Management
Florida
$32K – – –
EFSCE
859
Enterprise Financial Services Corp (EFSC)
Missouri
$30K -$347 -1 -1%
GWS
860
Glassman Wealth Services
Virginia
$30K – – –
SIAP
861
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K – – –
EARNEST Partners
862
EARNEST Partners
Georgia
$29K – – –
NFSG
863
Newbridge Financial Services Group
Florida
$28K +$6.25K +18 +33%
IUHSA
864
Itau Unibanco Holding S.A.
Brazil
$28K +$24.3K +70 New
IHWM
865
Iron Horse Wealth Management
Iowa
$25K – – –
BWM
866
BerganKDV Wealth Management
Minnesota
$25K +$17.4K +50 +357%
AWM
867
Accel Wealth Management
Iowa
$24K – – –
HFM
868
Hartford Financial Management
Connecticut
$24K – – –
LWM
869
Liberty Wealth Management
California
$23K +$3.82K +11 +23%
KFS
870
Kelly Financial Services
Massachusetts
$22.5K +$16.7K +48 +533%
TFM
871
TFC Financial Management
Massachusetts
$21K +$3.12K +9 +20%
GG
872
Gleason Group
Kentucky
$20K – – –
RIA
873
RPG Investment Advisory
California
$20K – – –
TCM
874
Tradewinds Capital Management
Washington
$20K – – –
HNB
875
Huntington National Bank
Ohio
$20K +$5.21K +15 +41%