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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1226
D.J. St. Germain
Massachusetts
$18.1K -$4.71K -50 -17%
PMFA
1227
Plante Moran Financial Advisors
Michigan
$18K – – –
LI
1228
LRI Investments
Florida
$17.7K +$5.46K +58 +31%
BWA
1229
Basecamp Wealth Advisors
Washington
$17.5K -$1.88K -20 -8%
MNA
1230
Manning & Napier Advisors
New York
$17.5K -$100K -1,065 -82%
KFAS
1231
Keating Financial Advisory Services
Kansas
$17.1K -$4.42K -47 -16%
CPG
1232
Cornerstone Planning Group
New Jersey
$17.1K +$5.18K +55 +31%
PWMG
1233
Prestige Wealth Management Group
New Jersey
$16.5K -$4.05K -43 -16%
GSWM
1234
Golden State Wealth Management
California
$16.3K -$2.92K -31 -12%
AP
1235
Atwood & Palmer
Missouri
$16K -$70.2K -746 -77%
CMP
1236
Coston McIsaac & Partners
Maine
$16K – – –
PFSC
1237
Peoples Financial Services Corp
Pennsylvania
$15.9K – – –
SW
1238
StrongBox Wealth
Missouri
$15.6K +$20.4K +217 New
CFO
1239
CVA Family Office
Colorado
$15.4K -$6.21K -66 -24%
SWM
1240
SHP Wealth Management
Massachusetts
$15.3K +$6.59K +70 +49%
CWP
1241
Concord Wealth Partners
Virginia
$15.1K +$19.8K +210 New
FC
1242
Financial Consulate
Maryland
$14.9K +$282 +3 +1%
KFP
1243
Kerr Financial Planning
California
$14.8K +$94 +1 +0.5%
BGAI
1244
Bruce G. Allen Investments
Colorado
$14.5K -$21.4K -227 -53%
VNA
1245
Valley National Advisers
Pennsylvania
$14.4K +$188 +2 +1%
IBOK
1246
Independence Bank of Kentucky
Kentucky
$14.4K -$3.77K -40 -17%
CWM
1247
Consultiva Wealth Management
Puerto Rico
$14.4K – – –
LC
1248
Lavaca Capital
Texas
$14.2K – – –
WAG
1249
Wilkerson Advisory Group
Missouri
$14.1K +$1.32K +14 +8%
MWA
1250
Medallion Wealth Advisors
Connecticut
$14K -$9.51K -101 -34%