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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
926
Loomis, Sayles & Company
Massachusetts
$41K -$113K -365 -74%
MC
927
Machina Capital
France
$40.7K -$424K -1,371 -91%
BIA
928
Bell Investment Advisors
California
$38.5K -$310 -1 -0.8%
GFWA
929
Grey Fox Wealth Advisors
Delaware
$37.5K – – –
Baker Avenue Asset Management
930
Baker Avenue Asset Management
California
$36.6K +$1.24K +4 +4%
SWA
931
Sutton Wealth Advisors
Florida
$35.3K -$619 -2 -2%
PPC
932
Park Place Capital
Alabama
$34.4K +$22.9K +74 +211%
HDIM
933
Hanson & Doremus Investment Management
Vermont
$32K -$2.79K -9 -8%
Montag & Associates
934
Montag & Associates
Georgia
$31.5K -$46.4K -150 -60%
RFA
935
Register Financial Advisors
Georgia
$31.5K – – –
QL
936
Quarry LP
New York
$31.2K +$30.6K +99 New
MIA
937
Milestone Investment Advisors
Wisconsin
$29.6K +$29.1K +94 New
EWP
938
Elevation Wealth Partners
California
$26.5K +$26K +84 New
CWC
939
Carolinas Wealth Consulting
North Carolina
$24.9K – – –
SWA
940
SOA Wealth Advisors
New York
$23.3K – – –
RFG
941
RFP Financial Group
Georgia
$23K – – –
RTC
942
Riverview Trust Company
Washington
$22.4K – – –
RDFA
943
Ritter Daniher Financial Advisory
Ohio
$22.1K -$13.3K -43 -38%
Exchange Traded Concepts
944
Exchange Traded Concepts
Oklahoma
$21.4K +$17.3K +56 +467%
BWP
945
Baldwin Wealth Partners
Massachusetts
$20.5K – – –
WAM
946
Worth Asset Management
Texas
$19.5K – – –
FMP
947
Financial Management Professionals
Texas
$19K – – –
Sit Investment Associates
948
Sit Investment Associates
Minnesota
$17K – – –
CYG
949
Clean Yield Group
Vermont
$16.1K – – –
NFSG
950
Newbridge Financial Services Group
Florida
$15K – – –