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Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1001
Glen Eagle Advisors
New Jersey
$11.8K – – –
RC
1002
Rexford Capital
Texas
$11.8K – – –
WBC
1003
West Branch Capital
Massachusetts
$11.8K +$11.5K +100 New
SGK
1004
Steigerwald Gordon & Koch
Virginia
$11.6K – – –
BWL
1005
Bogart Wealth LLC
Virginia
$11.5K +$2.77K +24 +33%
MCM
1006
MV Capital Management
Maryland
$11.1K +$1.04K +9 +11%
UOTTAIMCU
1007
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.6K +$10.4K +90 New
IUHSA
1008
Itau Unibanco Holding S.A.
Brazil
$9.93K -$1.5K -13 -13%
APFP
1009
Action Point Financial Planning
Michigan
$9.93K +$10.3K +89 New
CFM
1010
Cornerstone Financial Management
Massachusetts
$9.81K +$5.2K +45 +118%
HNW
1011
High Note Wealth
Minnesota
$9.57K -$2.08K -18 -18%
KAS
1012
Kemnay Advisory Services
New York
$9.34K -$115 -1 -1%
TCOT
1013
Trust Company of Toledo
Ohio
$8.87K – – –
CFM
1014
Compass Financial Management
Florida
$8.68K +$8.43K +73 New
RWM
1015
Rialto Wealth Management
New York
$8.39K +$1.04K +9 +15%
SL
1016
Salomon & Ludwin
Virginia
$8.33K -$923 -8 -10%
TFIPS
1017
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.28K -$23.1K -200 -74%
CWM
1018
Copia Wealth Management
Oregon
$8.28K – – –
PWA
1019
Physician Wealth Advisors
Utah
$8.28K +$115 +1 +1%
OC
1020
Oakworth Capital
Alabama
$8.04K – – –
JGCM
1021
Joseph Group Capital Management
Ohio
$8.04K +$3K +26 +62%
RWM
1022
Raffa Wealth Management
District of Columbia
$7.92K +$923 +8 +14%
BCWM
1023
Bartlett & Co Wealth Management
Ohio
$7.8K -$693 -6 -8%
EWM
1024
Evermay Wealth Management
Virginia
$7.8K +$7.62K +66 New
PS
1025
Planning Strategies
Pennsylvania
$7.23K +$7.04K +61 New