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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$162K
JFGIW
1302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K +$42.4K +332 +31%
Twin Tree Management
1303
Twin Tree Management
Texas
$161K +$178K +1,391 New
AA
1304
Advisory Alpha
Michigan
$160K +$9.96K +78 +6%
FMT
1305
First Mercantile Trust
Tennessee
$159K +$18K +141 +11%
SFFS
1306
Stonehage Fleming Financial Services
Jersey
$155K
PB
1307
Pinnacle Bancorp
Nebraska
$154K
IBOK
1308
Independence Bank of Kentucky
Kentucky
$148K -$130K -1,018 -44%
BWA
1309
BDO Wealth Advisors
Florida
$148K +$131K +1,026 +409%
HI
1310
Human Investing
Oregon
$146K -$105K -821 -39%
LC
1311
Lindbrook Capital
California
$146K -$17.1K -134 -9%
TL
1312
TrueWealth LLC
Georgia
$143K -$6.39K -50 -4%
CDIA
1313
Capital Directions Investment Advisors
Georgia
$142K
BCP
1314
Blue Chip Partners
Michigan
$141K -$93.8K -734 -38%
M
1315
Mirova
France
$141K -$83.9K -657 -35%
CA
1316
Clearstead Advisors
Ohio
$140K +$154K +1,209 New
BDWM
1317
Brewin Dolphin Wealth Management
Ireland
$139K
VCM
1318
Vigilant Capital Management
Maine
$139K -$16K -125 -9%
PGAM
1319
Princeton Global Asset Management
New Jersey
$137K -$25.8K -202 -15%
EI
1320
Ellevest Inc
New York
$133K +$55.6K +435 +61%
NSB
1321
Norway Savings Bank
Maine
$131K -$23K -180 -14%
SWM
1322
Selective Wealth Management
Virginia
$129K
AF
1323
Allworth Financial
California
$127K +$32.3K +253 +30%
PFGIA
1324
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$38.4K +301 +38%
LFG
1325
Larson Financial Group
Missouri
$126K -$6.51K -51 -4%