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Name Holding Trade Value Shares
Change
Change in
Stake
KA
976
Kaizen Advisory
Illinois
$66K +$67.5K +452 New
GBT
977
Grove Bank & Trust
Florida
$65K -$5.23K -35 -7%
II
978
Inspire Investing
Idaho
$62K +$63.8K +427 New
KLWA
979
Kelly Lawrence W & Associates
California
$55K
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$53K
FMB
981
Field & Main Bank
Kentucky
$51K +$52.3K +350 New
HFP
982
Holistic Financial Partners
Indiana
$51K +$52.3K +350 New
Acadian Asset Management
983
Acadian Asset Management
Massachusetts
$50K -$434K -2,905 -90%
CFA
984
Carroll Financial Associates
North Carolina
$49K
BL
985
Balentine LLC
Georgia
$46K
PFSC
986
Peoples Financial Services Corp
Pennsylvania
$46K
GWM
987
Geneos Wealth Management
Colorado
$46K +$598 +4 +1%
CJA
988
C-J Advisory
California
$44K
VCM
989
Versant Capital Management
Arizona
$44K +$14.9K +100 +49%
PGWM
990
Parisi Gray Wealth Management
New Jersey
$44K +$45.9K +307 New
TIM
991
Tortoise Investment Management
New York
$43K +$7.47K +50 +20%
SWA
992
Sutton Wealth Advisors
Florida
$40.9K
WWM
993
Willingdon Wealth Management
North Carolina
$39K -$32.1K -215 -45%
SMG
994
Spectrum Management Group
Indiana
$39K
PS
995
Portfolio Solutions
Michigan
$37K
TWMP
996
Taylor Wealth Management Partners
Massachusetts
$37K
SFG
997
Sage Financial Group
Pennsylvania
$36K
AIM
998
Arcadia Investment Management
Michigan
$35K
AP
999
Atwood & Palmer
Missouri
$31K
HCM
1000
Highlander Capital Management
New Jersey
$31K