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Name Holding Trade Value Shares
Change
Change in
Stake
AF
876
Advisornet Financial
Minnesota
$42K -$13.3K -150 -25%
BWM
877
BerganKDV Wealth Management
Minnesota
$42K
WWM
878
Willingdon Wealth Management
North Carolina
$42K
TL
879
TrueWealth LLC
Georgia
$42K +$17.7K +200 +78%
Capstone Investment Advisors
880
Capstone Investment Advisors
New York
$41K +$39.8K +449 New
MA
881
MCF Advisors
Kentucky
$41K +$39.9K +450 New
LWA
882
Lenox Wealth Advisors
New York
$40K -$111K -1,250 -74%
PFBT
883
Parkside Financial Bank & Trust
Missouri
$39K -$19.3K -218 -34%
WCM
884
Whitener Capital Management
North Carolina
$39K +$38.1K +430 New
SIC
885
Salem Investment Counselors
North Carolina
$38K +$1.24K +14 +4%
MWM
886
MinichMacGregor Wealth Management
New York
$37K
HL
887
Harding Loevner
New Jersey
$35K
APP
888
Avantax Planning Partners
Iowa
$35K +$33.4K +377 New
DBT
889
Dubuque Bank & Trust
Iowa
$30K -$15.8K -178 -35%
AF
890
Allworth Financial
California
$30K
GWM
891
Geneos Wealth Management
Colorado
$30K +$2.57K +29 +10%
RFA
892
Reilly Financial Advisors
California
$27K
SFM
893
Signet Financial Management
New Jersey
$27K
Carson Wealth (CWM LLC)
894
Carson Wealth (CWM LLC)
Nebraska
$27K +$177 +2 +0.7%
GEA
895
Glen Eagle Advisors
New Jersey
$25.6K
TG
896
TLP Group
Illinois
$25K -$14.4K -162 -37%
CCM
897
Cribstone Capital Management
Maine
$25K
EFSCE
898
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
FEG
899
Financial Enhancement Group
Indiana
$25K
OFW
900
Omnia Family Wealth
Florida
$25K