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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2201
Baron Financial Group
New Jersey
$45K
ST
2202
Sageworth Trust
Pennsylvania
$43K
TC
2203
Trust Company
Kansas
$40K
HNWA
2204
Henrickson Nauta Wealth Advisors
Michigan
$40K +$36.9K +175 New
PCM
2205
Penserra Capital Management
California
$39K +$2.53K +12 +7%
LFA
2206
Level Financial Advisors
New York
$39K +$36.7K +174 New
TIM
2207
Tevis Investment Management
Texas
$39K +$36.9K +175 New
OIS
2208
Okabena Investment Services
Minnesota
$38K +$35.7K +169 New
SAM
2209
Strategic Asset Management
Minnesota
$35K -$4.22K -20 -11%
AWM
2210
Atticus Wealth Management
Florida
$35K +$7.6K +36 +30%
CCC
2211
Crescent Capital Consulting
Louisiana
$34K +$844 +4 +3%
JGCM
2212
Joseph Group Capital Management
Ohio
$34K +$31.7K +150 New
PWC
2213
PYA Waltman Capital
Tennessee
$34K +$31.7K +150 New
EFS
2214
Econ Financial Services
Pennsylvania
$34K +$31.9K +151 New
CWM
2215
Cranbrook Wealth Management
Michigan
$33K -$26K -123 -46%
CCM
2216
Cribstone Capital Management
Maine
$28K
NSB
2217
Norway Savings Bank
Maine
$28K
NF
2218
Norwood Financial
Pennsylvania
$28K +$26.4K +125 New
HI
2219
Hoey Investments
Pennsylvania
$27K -$3.59K -17 -13%
NFSG
2220
Newbridge Financial Services Group
Florida
$26K -$53.8K -255 -69%
MWC
2221
MBM Wealth Consultants
Missouri
$26K
DHGWA
2222
Dixon Hughes Goodman Wealth Advisors
North Carolina
$26K +$24.3K +115 New
Loomis, Sayles & Company
2223
Loomis, Sayles & Company
Massachusetts
$23K -$11.2K -53 -34%
DRS
2224
Deane Retirement Strategies
Louisiana
$22K
PGAM
2225
Princeton Global Asset Management
New Jersey
$22K