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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$11K -$167 -1 -1%
PK
752
Pflug Koory
Nebraska
$11K
FRA
753
Front Row Advisors
California
$11K +$4.02K +24 +57%
ST
754
Smithfield Trust
Pennsylvania
$10K -$502 -3 -5%
HI
755
Human Investing
Oregon
$10K
QAM
756
QCI Asset Management
New York
$10K
WOC
757
West Oak Capital
California
$10K
DRS
758
Deane Retirement Strategies
Louisiana
$8K
PFBT
759
Parkside Financial Bank & Trust
Missouri
$8K
PMFA
760
Plante Moran Financial Advisors
Michigan
$7K -$22.8K -136 -77%
BFC
761
Bedel Financial Consulting
Indiana
$7K
RWA
762
Ropes Wealth Advisors
Massachusetts
$7K
TCM
763
Tradewinds Capital Management
Washington
$7K
BWL
764
Bogart Wealth LLC
Virginia
$7K +$1.67K +10 +29%
ESB
765
Essex Savings Bank
Connecticut
$7K +$2.85K +17 +61%
LB
766
Legacy Bridge
Iowa
$7K +$7.03K +42 New
AA
767
AlphaMark Advisors
Kentucky
$6K -$3.35K -20 -36%
HR
768
Howe & Rusling
New York
$6K -$669 -4 -10%
SMFS
769
Squar Milner Financial Services
California
$6K +$6.19K +37 New
LHC
770
Little House Capital
Massachusetts
$6K +$6.7K +40 New
LWA
771
Lenox Wealth Advisors
New York
$5K +$4.69K +28 New
CIAS
772
Capital Investment Advisory Services
North Carolina
$4K -$1.51K -9 -26%
ATC
773
Adirondack Trust Company
New York
$4K
AF
774
Allworth Financial
California
$4K
AIM
775
Advantage Investment Management
Iowa
$3K