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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
201
MAI Capital Management
Ohio
$2.05K +$2.68K +172 New
BWL
202
Bogart Wealth LLC
Virginia
$2.02K -$2.04K -131 -44%
RCM
203
Richardson Capital Management
Wisconsin
$1.62K +$2.12K +136 New
RIAS
204
Rachor Investment Advisory Services
Michigan
$1.55K +$467 +30 +30%
ASN
205
Advisory Services Network
Georgia
$1.42K +$1.85K +119 New
NWMP
206
Noble Wealth Management PBC
Colorado
$1.19K +$1.56K +100 New
RIL
207
Rothschild Investment LLC
Illinois
$939 -$280 -18 -19%
CPG
208
Cornerstone Planning Group
New Jersey
$492 +$561 +36 New
BTI
209
Blue Trust Inc
Georgia
$452 -$21.6K -1,385 -97%
SS
210
SBI Securities
Japan
$428 +$327 +21 +140%
KFI
211
Key Financial Inc
Pennsylvania
$416
CFO
212
CVA Family Office
Colorado
$357 +$467 +30 New
IPS
213
Investors Portfolio Services
Washington
$309 +$374 +24 New
EC
214
Elequin Capital
New York
$178 -$888 -57 -79%
KFAS
215
Keating Financial Advisory Services
Kansas
$131 +$156 +10 +1,000%
TFA
216
Transamerica Financial Advisors
Florida
$95 +$125 +8 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$36 -$202 -13 -81%
HFS
218
Hughes Financial Services
Virginia
$24 +$16 +1 +100%
DF
219
Dunhill Financial
United Kingdom
$22 -$16 -1 -50%
DPW
220
DiNuzzo Private Wealth
Pennsylvania
$12 -$16 -1 -50%
Neuberger Berman Group
221
Neuberger Berman Group
New York
-$56.3M -2,820,247 Closed
Massachusetts Financial Services
222
Massachusetts Financial Services
Massachusetts
-$53.9M -2,698,276 Closed
CCA
223
Conestoga Capital Advisors
Pennsylvania
-$50.1M -2,506,653 Closed
PWAM
224
Park West Asset Management
California
-$36.6M -1,833,428 Closed
Wellington Management Group
225
Wellington Management Group
Massachusetts
-$30.8M -1,540,091 Closed