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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1001
Loomis, Sayles & Company
Massachusetts
$19K -$1.04K -9 -6%
BWM
1002
Baystate Wealth Management
Massachusetts
$19K
FWM
1003
Filbrandt Wealth Management
Wisconsin
$19K
SL
1004
Savior LLC
Massachusetts
$18K
SWM
1005
Sugarloaf Wealth Management
Georgia
$18K
TFA
1006
Transamerica Financial Advisors
Florida
$18K +$16K +138 New
AWA
1007
Arkadios Wealth Advisors
Georgia
$16.3K +$8.92K +77 +160%
AP
1008
Atwood & Palmer
Missouri
$16K
WCG
1009
Weaver Consulting Group
California
$16K
TFS
1010
TrustCore Financial Services
Tennessee
$16K +$14.9K +129 New
AW
1011
Avion Wealth
Texas
$15K
AWM
1012
AllSquare Wealth Management
New York
$14K
VIMU
1013
Veritas Investment Management (UK)
United Kingdom
$14K
RIM
1014
Rockbridge Investment Management
New York
$14K +$13.1K +113 New
AIM
1015
Anchor Investment Management
South Carolina
$13.5K
TFO
1016
Tarbox Family Office
California
$12K -$232 -2 -2%
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
FP
1018
Financial Perspectives
Minnesota
$11.9K
BL
1019
Balentine LLC
Georgia
$11K -$115K -989 -92%
GI
1020
Gradient Investments
Minnesota
$11K -$579 -5 -5%
KFS
1021
Kelly Financial Services
Massachusetts
$10.5K -$15.2K -131 -61%
RWM
1022
Raffa Wealth Management
District of Columbia
$10.3K
FBT
1023
First Bank & Trust
South Dakota
$10K
VCM
1024
Versant Capital Management
Arizona
$10K +$464 +4 +5%
GWS
1025
Glassman Wealth Services
Virginia
$10K +$5.45K +47 +134%