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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
526
BDO Wealth Advisors
Florida
$10K
CFD
527
Creative Financial Designs
Indiana
$10K
ACM
528
Aquatic Capital Management
Illinois
$9K
HC
529
Hoese & Co
Minnesota
$8K
COCM
530
Charter Oak Capital Management
New Hampshire
$8K +$6.17K +85 New
Loomis, Sayles & Company
531
Loomis, Sayles & Company
Massachusetts
$8K +$6.75K +93 New
CT
532
Caldwell Trust
Florida
$7.65K
FPS
533
Fieldpoint Private Securities
Connecticut
$7K
VRM
534
Vectors Research Management
New York
$7K
RDIA
535
RE Dickinson Investment Advisors
Iowa
$7K +$1.67K +23 +46%
GIA
536
GHP Investment Advisors
Colorado
$7K +$5.59K +77 New
CI
537
Cordant Inc
Oregon
$7K +$5.96K +82 New
LWP
538
Lumature Wealth Partners
Georgia
$6K
PK
539
Pflug Koory
Nebraska
$6K
SIS
540
Sound Income Strategies
Florida
$6K
UB
541
UMB Bank
Missouri
$6K
WWM
542
Wolff Wiese Magana
California
$6K +$4.65K +64 New
MSFP
543
Mark Sheptoff Financial Planning
Connecticut
$5K -$3.63K -50 -50%
CA
544
Clearstead Advisors
Ohio
$5K
CB
545
CNB Bank
Pennsylvania
$5K +$1.82K +25 +76%
GA
546
GoalVest Advisory
New York
$5K +$3.7K +51 New
SN
547
Sittner & Nelson
Oregon
$4K
WT
548
Whittier Trust
California
$4K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$4K +$581 +8 +24%
SC
550
Schubert & Co
Texas
$4K +$654 +9 +23%