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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
RPG Investment Advisory
California
$25K
TF
427
Tompkins Financial
New York
$25K
JWM
428
Janiczek Wealth Management
Colorado
$25K +$25.2K +596 New
M
429
Mirova
France
$24K +$24.2K +573 New
IRC
430
Investors Research Corp
Georgia
$23K
SWM
431
Sugarloaf Wealth Management
Georgia
$23K +$169 +4 +0.7%
NFG
432
Next Financial Group
Texas
$23K +$23.2K +548 New
TCOV
433
Trust Company of Vermont
Vermont
$22K -$42.3K -1,000 -65%
BGC
434
Beutel, Goodman & Co
Ontario, Canada
$22K -$85 -2 -0.4%
LFASL
435
Lugano Financial Advisors SA (LFA)
Switzerland
$22K
FHC
436
First Horizon Corporation
Tennessee
$22K +$22.6K +534 New
WEC
437
Winslow Evans & Crocker
Massachusetts
$18K +$2.58K +61 +16%
PFO
438
Pathstone Family Office
New Jersey
$18K +$18.8K +445 New
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
OIA
440
Optimum Investment Advisors
Illinois
$17K
SIS
441
Sound Income Strategies
Florida
$17K
AA
442
Ancora Advisors
Ohio
$17K +$9.05K +214 +107%
AWA
443
Arkadios Wealth Advisors
Georgia
$16.6K -$48.7K -1,152 -75%
DI
444
Disciplined Investments
Oklahoma
$15K
EW
445
Evoke Wealth
California
$14K
VNA
446
Valley National Advisers
Pennsylvania
$14K
ONST
447
Old North State Trust
North Carolina
$14K +$14.5K +343 New
AA
448
AlphaMark Advisors
Kentucky
$12K -$21.1K -500 -63%
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
ADL
450
Asset Dedication LLC
California
$10K