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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
426
AssetMark Inc
California
$17K -$1.1K -72 -6%
BA
427
Bellwether Advisors
Nebraska
$17K
FRA
428
Front Row Advisors
California
$17K
VFIC
429
Valley Forge Investment Consultants
Pennsylvania
$17K +$3.69K +242 +26%
BWL
430
Bogart Wealth LLC
Virginia
$16K -$19.8K -1,300 -54%
WB
431
West Bancorporation
Iowa
$16K +$16K +1,046 New
HPC
432
HM Payson & Co
Maine
$15K -$6.46K -423 -30%
AWM
433
AllSquare Wealth Management
New York
$15K
FCB
434
First Command Bank
Texas
$15K
TH
435
TCTC Holdings
Texas
$15K
GWS
436
Glassman Wealth Services
Virginia
$15K +$3.27K +214 +27%
FNBOSM
437
First National Bank of South Miami
Florida
$15K +$15.3K +1,000 New
BHWM
438
Beaird Harris Wealth Management
Texas
$14K +$14.6K +954 New
FPFS
439
First Personal Financial Services
North Carolina
$13K
MAM
440
Meeder Asset Management
Ohio
$13K
NFSG
441
Newbridge Financial Services Group
Florida
$13K
BEI
442
Benjamin Edwards Inc
Missouri
$13K +$1.54K +101 +13%
CA
443
Centerpoint Advisors
Massachusetts
$13K +$12.4K +810 +1,266%
SPA
444
Shore Point Advisors
New Jersey
$13K +$12.9K +843 New
AWM
445
Accel Wealth Management
Iowa
$12K -$1.53K -100 -11%
MA
446
Montag & Associates
Georgia
$12K
OIA
447
Optimum Investment Advisors
Illinois
$12K
CT
448
Caldwell Trust
Florida
$11.9K
EW
449
Evoke Wealth
California
$11K -$195K -12,800 -95%
FCFS
450
First Command Financial Services
Texas
$11K -$4.17K -273 -27%