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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
801
Sugarloaf Wealth Management
Georgia
$38K -$17.6K -55 -41%
HI
802
Hudock Inc
Pennsylvania
$38K – – –
EARNEST Partners
803
EARNEST Partners
Georgia
$38K +$25.6K +80 New
CB
804
CNB Bank
Pennsylvania
$37K +$25.3K +79 New
RCA
805
Ranch Capital Advisors
Florida
$36K -$12.5K -39 -51%
WT
806
Washington Trust
Rhode Island
$36K – – –
CA
807
Crewe Advisors
Utah
$34K – – –
HS
808
Horan Securities
United States
$33K – – –
NC
809
NewSquare Capital
Pennsylvania
$33K +$3.2K +10 +17%
MWP
810
Meridian Wealth Partners
Pennsylvania
$33K +$22.4K +70 New
TPCW
811
TD Private Client Wealth
New York
$32.4K +$22.1K +69 New
CCMW
812
Cypress Capital Management (Wyoming)
Wyoming
$32K – – –
WPA
813
West Paces Advisors
Georgia
$32K – – –
RWM
814
Raffa Wealth Management
District of Columbia
$31.5K -$15.7K -49 -42%
CFFP
815
Center for Financial Planning
Michigan
$29K – – –
Loomis, Sayles & Company
816
Loomis, Sayles & Company
Massachusetts
$29K +$19.8K +62 New
LWM
817
Liberty Wealth Management
California
$28K – – –
PGAM
818
Princeton Global Asset Management
New Jersey
$28K – – –
CCM
819
Chiron Capital Management
Florida
$28K +$18.9K +59 New
SA
820
SRH Advisors
Kansas
$26K +$17.6K +55 New
LFG
821
LifePlan Financial Group
Ohio
$24K – – –
SIC
822
Salem Investment Counselors
North Carolina
$24K – – –
RIA
823
RPG Investment Advisory
California
$24K +$7.04K +22 +73%
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$24K +$16K +50 New
CFN
825
Cordasco Financial Network
Florida
$24K +$16.3K +51 New