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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
351
Loomis, Sayles & Company
Massachusetts
$7K +$3.87K +134 New
HPC
352
HM Payson & Co
Maine
$6.88K +$1.45K +50 +56%
BGAI
353
Bruce G. Allen Investments
Colorado
$6.88K +$4.05K +140 New
FFO
354
Fortitude Family Office
Arizona
$6.09K +$3.58K +124 New
HGERS
355
Householder Group Estate & Retirement Specialist
Arizona
$6K
S
356
Sachetta
Massachusetts
$5.8K +$3.41K +118 New
AWM
357
Avior Wealth Management
Nebraska
$5.8K +$3.41K +118 New
GWM
358
Geneos Wealth Management
Colorado
$5.65K
TIM
359
Tortoise Investment Management
New York
$5.41K
TVWM
360
Tower View Wealth Management
Wisconsin
$5K
TWM
361
Tradition Wealth Management
Minnesota
$5K +$2.89K +100 New
SIC
362
Salem Investment Counselors
North Carolina
$4.91K
BL
363
BFSG LLC
California
$4.91K +$2.89K +100 New
ASN
364
Advisory Services Network
Georgia
$4.67K -$2.37M -81,931 -100%
BCM
365
Blume Capital Management
California
$3.93K
GI
366
Gradient Investments
Minnesota
$3.78K
CIA
367
Cape Investment Advisory
Georgia
$3.69K +$2.17K +75 New
BIA
368
Bell Investment Advisors
California
$3.44K -$896 -31 -31%
SA
369
Scarborough Advisors
Maryland
$3.44K +$2.02K +70 New
AWM
370
AllSquare Wealth Management
New York
$3.34K
CSB
371
City State Bank
Iowa
$3K
VF
372
VitalStone Financial
Texas
$3K
VAG
373
VisionPoint Advisory Group
Texas
$2.8K +$1.65K +57 New
AT
374
Arlington Trust
Alabama
$2.7K +$1.59K +55 New
Kayne Anderson Rudnick Investment Management
375
Kayne Anderson Rudnick Investment Management
California
$2.7K +$1.59K +55 New