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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
826
Toth Financial Advisory
Virginia
$166K
CA
827
Clearstead Advisors
Ohio
$158K +$56.9K +272 +59%
HDIM
828
Hanson & Doremus Investment Management
Vermont
$151K
NC
829
nVerses Capital
Florida
$151K +$146K +700 New
AssetMark Inc
830
AssetMark Inc
California
$143K +$78.9K +377 +130%
BIG
831
Brooklyn Investment Group
New York
$142K +$138K +662 New
EWA
832
EverSource Wealth Advisors
Alabama
$142K -$837 -4 -0.6%
BCWM
833
Bartlett & Co Wealth Management
Ohio
$141K
SAM
834
S.A. Mason
Michigan
$140K
ETC
835
Exchange Traded Concepts
Oklahoma
$137K +$133K +635 New
WTC
836
WhitTier Trust Company
Nevada
$134K +$62.7K +300 +93%
USB
837
Union Savings Bank
Connecticut
$133K
CSWM
838
Cassady Schiller Wealth Management
Ohio
$129K
KSB
839
Kennebec Savings Bank
Maine
$129K +$125K +600 New
AAG
840
Armstrong Advisory Group
Massachusetts
$123K
PCM
841
Penserra Capital Management
California
$118K +$1.25K +6 +1%
C
842
Covestor
United Kingdom
$113K -$6.28K -30 -5%
QC
843
Quent Capital
New York
$111K -$5.02K -24 -4%
SIM
844
Sentry Investment Management
Wisconsin
$110K
AA
845
Alta Advisers
United Kingdom
$108K
BC
846
Broadwater Capital
Massachusetts
$108K
SAM
847
Smartleaf Asset Management
Massachusetts
$107K +$53.8K +257 +103%
DFA
848
DHJJ Financial Advisors
Illinois
$106K
LWA
849
Lowe Wealth Advisors
Maryland
$106K
HI
850
Harbour Investments
Wisconsin
$103K +$5.23K +25 +6%