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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
701
Pittenger & Anderson Inc
Nebraska
$43K +$40.2K +400 New
IFAM
702
Institutional & Family Asset Management
Colorado
$41K -$5.03K -50 -11%
LAS
703
Lloyd Advisory Services
Georgia
$41K -$1.41K -14 -3%
AWM
704
AllSquare Wealth Management
New York
$41K
VFA
705
Valeo Financial Advisors
Indiana
$41K +$26.5K +264 +230%
LOIM
706
Liberty One Investment Management
Illinois
$41K +$38.9K +387 New
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K
KPCM
708
Kings Point Capital Management
New York
$35K
CFD
709
Creative Financial Designs
Indiana
$35K +$32.9K +327 New
GAM
710
Gemmer Asset Management
California
$33K
CI
711
CX Institutional
Indiana
$33K +$4.22K +42 +16%
BWM
712
Baystate Wealth Management
Massachusetts
$32K
SIM
713
Sonora Investment Management
Arizona
$32K
RWA
714
Ropes Wealth Advisors
Massachusetts
$29K
BCA
715
Berman Capital Advisors
Georgia
$29K +$2.11K +21 +8%
CAL
716
Capital Analysts LLC
Pennsylvania
$28K +$17.9K +178 +212%
AssetMark Inc
717
AssetMark Inc
California
$26K -$1.11K -11 -4%
FHA
718
First Horizon Advisors
Tennessee
$26K
CA
719
Clearstead Advisors
Ohio
$24K
FRA
720
Front Row Advisors
California
$23K -$402 -4 -2%
OSAM
721
O'Shaughnessy Asset Management
Connecticut
$23K +$19.1K +190 +760%
CG
722
Cutler Group
California
$21K +$20.1K +200 New
WB
723
Webster Bank
Connecticut
$19K
SC
724
Solstein Capital
California
$18K
SL
725
Savior LLC
Massachusetts
$17K -$10.1K -100 -39%