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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
801
Certified Advisory Corp
Florida
$35K
LF
802
Lee Financial
Texas
$33K
MWM
803
Mascoma Wealth Management
New Hampshire
$33K
PS
804
Portfolio Strategies
New York
$33K
YWP
805
YorkBridge Wealth Partners
New York
$31K -$91.8K -1,270 -75%
PCM
806
Poehling Capital Management
Wisconsin
$31K
RCAG
807
Rehmann Capital Advisory Group
Michigan
$29K +$30.6K +423 New
AF
808
Allworth Financial
California
$27K -$28.3K -391 -50%
AP
809
Atwood & Palmer
Missouri
$25K +$25.6K +354 New
KA
810
Kaizen Advisory
Illinois
$24K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$24K +$578 +8 +2%
WDL
812
Well Done LLC
Michigan
$24K +$24.9K +345 New
Carson Wealth (CWM LLC)
813
Carson Wealth (CWM LLC)
Nebraska
$23K +$23.9K +331 New
TC
814
Trust Company
Kansas
$22K -$49.5K -684 -68%
TFO
815
Tarbox Family Office
California
$22K
MWM
816
MinichMacGregor Wealth Management
New York
$22K +$2.17K +30 +10%
PWAG
817
Polaris Wealth Advisory Group
California
$22K +$22.8K +315 New
MYIA
818
Mount Yale Investment Advisors
Colorado
$22K +$22.9K +316 New
CAPTRUST Financial Advisors
819
CAPTRUST Financial Advisors
North Carolina
$21K +$5.35K +74 +32%
BAM
820
Barrett Asset Management
New York
$20K
MOS
821
MGO One Seven
Ohio
$20K
LJHT
822
Laurie J. Hall Trustee
$19K
AIM
823
Advantage Investment Management
Iowa
$18K -$1.14M -15,793 -98%
GFP
824
Gryphon Financial Partners
Ohio
$16K -$1.16K -16 -6%
PK
825
Pflug Koory
Nebraska
$16K +$16.1K +223 New