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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1226
Allworth Financial
California
$154K +$2.77K +17 +2%
KPCM
1227
Kings Point Capital Management
New York
$144K -$24.4K -150 -15%
LS
1228
Leelyn Smith
Illinois
$142K -$46.3K -285 -25%
MMG
1229
Monetary Management Group
Missouri
$135K -$146K -900 -52%
LWM
1230
Liberty Wealth Management
California
$125K +$2.6K +16 +2%
CFA
1231
Carroll Financial Associates
North Carolina
$121K +$7.16K +44 +6%
NR
1232
Newfound Research
Massachusetts
$119K +$84.1K +517 +253%
LSA
1233
Leonteq Securities AG
Switzerland
$114K +$112K +690 New
TPWA
1234
TRUE Private Wealth Advisors
Oregon
$114K +$12K +74 +12%
LGA
1235
Lebenthal Global Advisors
New York
$114K +$112K +691 New
CA
1236
Clearstead Advisors
Ohio
$113K -$5.04K -31 -4%
BG
1237
Bollard Group
Massachusetts
$109K
CWP
1238
Concord Wealth Partners
Virginia
$107K +$105K +644 New
GEA
1239
Glen Eagle Advisors
New Jersey
$104K +$56.1K +345 +121%
WWM
1240
Wolff Wiese Magana
California
$104K +$102K +630 New
MSFP
1241
Mark Sheptoff Financial Planning
Connecticut
$102K +$31.5K +194 +46%
TWM
1242
Tradition Wealth Management
Minnesota
$101K +$99.4K +611 New
CMBA
1243
C.M. Bidwell & Associates
Hawaii
$100K -$6.83K -42 -6%
BWM
1244
BerganKDV Wealth Management
Minnesota
$100K +$18.4K +113 +23%
AWM
1245
AllSquare Wealth Management
New York
$93K
FWM
1246
Focused Wealth Management
New York
$93K +$91.6K +563 New
JGIA
1247
Jackson Grant Investment Advisers
Connecticut
$88K +$59.2K +364 +215%
BCWM
1248
Bartlett & Co Wealth Management
Ohio
$80.3K +$1.3K +8 +2%
BC
1249
Bartlett & Co
Ohio
$80K +$1.3K +8 +2%
APW
1250
Acima Private Wealth
Virginia
$79K