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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1026
Coston McIsaac & Partners
Maine
$14K
SMBT
1027
Southern Michigan Bank & Trust
Michigan
$14K
NWS
1028
Nvest Wealth Strategies
Ohio
$13.8K -$156K -3,550 -90%
T
1029
Tidemark
California
$13.7K +$219 +5 +1%
LAS
1030
Lloyd Advisory Services
Georgia
$13.5K -$200K -4,565 -93%
HC
1031
Hara Capital
Washington
$13.3K -$6.58K -150 -29%
DFA
1032
DHJJ Financial Advisors
Illinois
$13.1K
EP
1033
Essential Partners
California
$13.1K
C
1034
Covestor
United Kingdom
$13K -$2.24K -51 -13%
CFG
1035
CKW Financial Group
Hawaii
$13K
RFA
1036
Reyes Financial Architecture
California
$12.7K
GEA
1037
Glen Eagle Advisors
New Jersey
$12.6K +$8.43K +192 +128%
LAM
1038
LOM Asset Management
$12.6K
KTC
1039
Kentucky Trust Company
Kentucky
$12.3K
EWM
1040
Evolution Wealth Management
Florida
$11.9K +$14.1K +321 New
BIAS
1041
Beacon Investment Advisory Services
New Jersey
$11.8K
CIS
1042
Custom Index Systems
New York
$11.6K +$13.8K +314 New
RDFA
1043
Ritter Daniher Financial Advisory
Ohio
$11.5K -$8.78K -200 -39%
SCM
1044
Sterling Capital Management
North Carolina
$11.5K -$549K -12,505 -98%
LF
1045
LifeSteps Financial
California
$11.4K +$13.6K +309 New
KSB
1046
Kennebec Savings Bank
Maine
$11.1K +$13.2K +300 New
CFS
1047
CGC Financial Services
Oregon
$10.9K
CNBTD
1048
Citizens National Bank Trust Department
Mississippi
$10.9K
BIA
1049
Bell Investment Advisors
California
$10.1K
HNW
1050
High Note Wealth
Minnesota
$9.9K