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Name Holding Trade Value Shares
Change
Change in
Stake
BSWA
1451
Bromfield Sneider Wealth Advisors
Massachusetts
$92.5K – – –
FCA
1452
Fortis Capital Advisors
Kansas
$92.5K +$84.5K +300 New
Loomis, Sayles & Company
1453
Loomis, Sayles & Company
Massachusetts
$92K -$9.58K -34 -10%
TFM
1454
TFC Financial Management
Massachusetts
$89.7K – – –
CWC
1455
Carolinas Wealth Consulting
North Carolina
$88.8K +$35.5K +126 +78%
MTIC
1456
Missouri Trust & Investment Company
Missouri
$88K – – –
MWM
1457
Mascoma Wealth Management
New Hampshire
$86.9K -$19.7K -70 -20%
PB
1458
Pinnacle Bancorp
Nebraska
$83K – – –
KIG
1459
Kessler Investment Group
Indiana
$83K +$8.17K +29 +12%
DMBA
1460
Deseret Mutual Benefit Administrators
Utah
$82.9K -$62.3K -221 -45%
BONH
1461
Bank of New Hampshire
New Hampshire
$80K -$11.3K -40 -13%
HCM
1462
Hollencrest Capital Management
California
$79.8K +$73K +259 New
AA
1463
Addison Advisors
Vermont
$77.7K -$79.7K -283 -53%
BCM
1464
Blume Capital Management
California
$77.1K – – –
FPFS
1465
First Personal Financial Services
North Carolina
$77.1K – – –
CAM
1466
CenterStar Asset Management
Illinois
$77K – – –
MSCM
1467
McElhenny Sheffield Capital Management
Texas
$74.3K +$67.9K +241 New
PMFA
1468
Plante Moran Financial Advisors
Michigan
$73.5K +$12.1K +43 +22%
RA
1469
Rise Advisors
New York
$72.6K +$282 +1 +0.4%
HNWAG
1470
High Net Worth Advisory Group
Florida
$71.8K -$4.51K -16 -6%
EL
1471
EMFO LLC
Florida
$70.6K – – –
WPWM
1472
Western Pacific Wealth Management
Illinois
$70.6K +$25.9K +92 +67%
HFM
1473
Harvest Fund Management
China
$70K +$64.2K +228 New
OWA
1474
One Wealth Advisors
California
$67.6K +$61.7K +219 New
LWA
1475
Lowe Wealth Advisors
Maryland
$61.7K – – –