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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
901
Grove Bank & Trust
Florida
$48K
GI
902
Gradient Investments
Minnesota
$46K +$44.9K +1,052 New
IP
903
Isthmus Partners
Wisconsin
$44K
MFBTD
904
MB Financial Bank - Trust Department
Illinois
$41K
WB
905
Webster Bank
Connecticut
$41K
RE
906
RBC Europe
United Kingdom
$37.3K
HFP
907
Holistic Financial Partners
Indiana
$37K +$35.8K +838 New
CA
908
Crewe Advisors
Utah
$34K +$32.7K +766 New
KA
909
Kaizen Advisory
Illinois
$33K +$32.1K +752 New
NCM
910
Nelson Capital Management
California
$32K
WWMSC
911
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$30.2K +708 New
MIC
912
MU Investments Company
Japan
$31K -$5.55M -130,000 -99%
IWM
913
IHT Wealth Management
Illinois
$30K +$5.38K +126 +24%
CJA
914
C-J Advisory
California
$29K
TVWM
915
Tower View Wealth Management
Wisconsin
$28K +$27.3K +640 New
AP
916
Atwood & Palmer
Missouri
$27K -$85.4K -2,000 -76%
CHP
917
Cable Hill Partners
Oregon
$27K -$5.12K -120 -17%
BC
918
Bartlett & Co
Ohio
$26K
GAM
919
Gemmer Asset Management
California
$26K
NSIM
920
North Star Investment Management
Illinois
$26K
LFA
921
Legacy Financial Advisors
Kentucky
$26K +$25.6K +600 New
PRS
922
Pinkerton Retirement Specialists
Idaho
$25K -$1.2K -28 -5%
FAM
923
Fred Alger Management
New York
$25K +$13.7K +320 +129%
1IA
924
1834 Investment Advisors
Wisconsin
$24K +$22.9K +536 New
BWM
925
Baystate Wealth Management
Massachusetts
$22K