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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2076
Loomis, Sayles & Company
Massachusetts
$65K -$4.83K -10 -7%
HGWM
2077
Harvest Group Wealth Management
Massachusetts
$65K -$1.45K -3 -2%
WOC
2078
West Oak Capital
California
$63K -$12.1K -25 -17%
CA
2079
Crewe Advisors
Utah
$63K +$5.8K +12 +11%
KLWA
2080
Kelly Lawrence W & Associates
California
$62K -$145K -300 -71%
VCM
2081
Versant Capital Management
Arizona
$62K
ST
2082
Sageworth Trust
Pennsylvania
$61K +$58.9K +122 New
KPCM
2083
Kings Point Capital Management
New York
$60K
CYG
2084
Clean Yield Group
Vermont
$60K +$7.25K +15 +14%
GI
2085
Gradient Investments
Minnesota
$59K
SPWG
2086
Sage Private Wealth Group
Illinois
$59K +$57K +118 New
RWM
2087
Raffa Wealth Management
District of Columbia
$54.5K +$483 +1 +0.9%
AAP
2088
Arax Advisory Partners
Colorado
$53K -$1.45K -3 -3%
CP
2089
Corbenic Partners
Pennsylvania
$53K
LAS
2090
Lloyd Advisory Services
Georgia
$53K
TCM
2091
TD Capital Management
Tennessee
$51K
EIP
2092
Ellis Investment Partners
Pennsylvania
$50K -$10.6K -22 -18%
PP
2093
PrairieView Partners
Minnesota
$50K
CWM
2094
Curi Wealth Management
North Carolina
$48K +$46.9K +97 New
CFFP
2095
Center for Financial Planning
Michigan
$46K
MAM
2096
Marquette Asset Management
Minnesota
$46K
CTFG
2097
Capstone Triton Financial Group
Oklahoma
$46K +$44.4K +92 New
HL
2098
Harding Loevner
New Jersey
$45K
ICM
2099
Islay Capital Management
Texas
$42K
CH
2100
Canton Hathaway
Rhode Island
$41K