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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2676
Larson Financial Group
Missouri
$180K -$44.9K -449 -21%
EIM
2677
Essex Investment Management
Massachusetts
$180K
B
2678
Birchbrook
Maine
$180K +$163K +1,631 New
SWM
2679
Sugarloaf Wealth Management
Georgia
$178K
A
2680
AJOVista
Massachusetts
$174K +$158K +1,579 New
C
2681
Covestor
United Kingdom
$173K +$4.7K +47 +3%
MIM
2682
Meridiem Investment Management
United Kingdom
$173K
LFASL
2683
Lugano Financial Advisors SA (LFA)
Switzerland
$168K +$8.59K +86 +6%
PO
2684
Private Ocean
California
$168K +$21K +210 +16%
PP
2685
Pacifica Partners
Canada
$167K
BWL
2686
Bogart Wealth LLC
Virginia
$167K +$37.8K +378 +33%
WAM
2687
WFA Asset Management
Wisconsin
$165K +$699 +7 +0.5%
TIM
2688
Tortoise Investment Management
New York
$165K +$29.4K +294 +24%
CFD
2689
Creative Financial Designs
Indiana
$164K -$14.2K -142 -9%
VNA
2690
Valley National Advisers
Pennsylvania
$164K -$160K -1,599 -52%
TC
2691
Tacita Capital
Ontario, Canada
$164K +$2.5K +25 +2%
DMBA
2692
Deseret Mutual Benefit Administrators
Utah
$162K -$31.4K -314 -18%
GFL
2693
Granite FO LLC
New Hampshire
$157K
M
2694
MOTCO
Texas
$157K +$35K +350 +33%
TC
2695
Truvestments Capital
Florida
$154K -$12.8K -128 -8%
PFA
2696
Pathway Financial Advisers
Indiana
$152K +$100 +1 +0.1%
RFA
2697
Resurgent Financial Advisors
Georgia
$151K -$28.2K -282 -17%
Capstone Investment Advisors
2698
Capstone Investment Advisors
New York
$150K -$1.69M -16,959 -93%
ATC
2699
Advantage Trust Company
Kansas
$144K +$130K +1,306 New
PA
2700
PSI Advisors
Florida
$140K -$3.9K -39 -3%