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Name Holding Trade Value Shares
Change
Change in
Stake
Orion Portfolio Solutions
301
Orion Portfolio Solutions
Nebraska
$14K +$2.17K +52 +14%
FP
302
Financial Perspectives
Minnesota
$13.4K – – –
CA
303
Centerpoint Advisors
Massachusetts
$12K – – –
HDIM
304
Hanson & Doremus Investment Management
Vermont
$12K – – –
Clearstead Advisors
305
Clearstead Advisors
Ohio
$12K +$15.2K +365 New
Bartlett & Co Wealth Management
306
Bartlett & Co Wealth Management
Ohio
$11.4K – – –
1832 Asset Management
307
1832 Asset Management
Ontario, Canada
$11K -$31.9M -763,962 -100%
First Horizon Advisors
308
First Horizon Advisors
Tennessee
$11K +$8.18K +196 +112%
Bartlett & Co
309
Bartlett & Co
Ohio
$11K +$14.5K +348 New
RFA
310
Reilly Financial Advisors
California
$10K -$24.1K -577 -65%
EWM
311
Endurance Wealth Management
Rhode Island
$10K – – –
RE
312
RBC Europe
United Kingdom
$9.65K – – –
BCA
313
Bray Capital Advisors
Florida
$9K -$227K -5,437 -95%
FWM
314
FSA Wealth Management
Massachusetts
$9K – – –
NSB
315
Norway Savings Bank
Maine
$9K – – –
TC
316
Trust Company
Kansas
$9K – – –
Arkadios Wealth Advisors
317
Arkadios Wealth Advisors
Georgia
$8.14K +$376 +9 +4%
Procyon Advisors
318
Procyon Advisors
Connecticut
$8K -$16.7K -401 -62%
BCA
319
Berman Capital Advisors
Georgia
$8K -$10.1K -242 -47%
HF
320
Halpern Financial
Virginia
$7.45K – – –
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$7K -$8.56K -205 -51%
AP
322
Atwood & Palmer
Missouri
$7K – – –
ME
323
McIlrath & Eck
Washington
$7K – – –
WFMPM
324
Woodley Farra Manion Portfolio Management
Indiana
$7K – – –
Valeo Financial Advisors
325
Valeo Financial Advisors
Indiana
$7K +$4.67K +112 +149%