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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1001
Versant Capital Management
Arizona
$3.66K +$2.45K +18 +200%
DIP
1002
DT Investment Partners
Pennsylvania
$3.39K – – –
SIC
1003
SJS Investment Consulting
Ohio
$3.12K – – –
CSC
1004
Caldwell Sutter Capital
California
$3.12K – – –
AP
1005
Aspect Partners
Virginia
$3.12K +$3.13K +23 New
DPW
1006
DiNuzzo Private Wealth
Pennsylvania
$2.98K +$544 +4 +22%
HFA
1007
Hershey Financial Advisers
Pennsylvania
$2.98K +$2.99K +22 New
CWC
1008
Carolinas Wealth Consulting
North Carolina
$2.93K -$136 -1 -4%
JGIA
1009
Jackson Grant Investment Advisers
Connecticut
$2.71K – – –
ZB
1010
Zions Bancorporation
Utah
$2.58K -$4.49K -33 -63%
FW
1011
Fairway Wealth
Ohio
$2.58K +$2.58K +19 New
IHWM
1012
Iron Horse Wealth Management
Iowa
$2.44K – – –
WWP
1013
WR Wealth Planners
Missouri
$2.17K +$816 +6 +60%
WCM
1014
Winthrop Capital Management
Indiana
$2K +$2.04K +15 New
Jones Financial Companies
1015
Jones Financial Companies
Missouri
$1.9K -$131K -965 -99%
RCM
1016
Raleigh Capital Management
North Carolina
$1.49K – – –
CSWM
1017
Cassady Schiller Wealth Management
Ohio
$1.22K – – –
IC
1018
Innealta Capital
Texas
$1.22K +$1.22K +9 New
AssetMark Inc
1019
AssetMark Inc
California
$1.1K -$48K -353 -98%
CB
1020
Chris Bulman
California
$1.08K +$1.09K +8 New
TWD
1021
True Wealth Design
Ohio
$950 +$272 +2 +40%
GWM
1022
Geneos Wealth Management
Colorado
$814 – – –
WPA
1023
West Paces Advisors
Georgia
$814 – – –
CPG
1024
Cornerstone Planning Group
New Jersey
$757 +$816 +6 New
RI
1025
Ridgewood Investments
New Jersey
$713 +$680 +5 New