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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
351
Logan Capital Management
Pennsylvania
$14.5K – – –
WT
352
Washington Trust
Rhode Island
$13.1K – – –
RTL
353
Red Tortoise LLC
Georgia
$13K +$12.7K +423 New
IGWM
354
ICA Group Wealth Management
Colorado
$12.6K +$12.3K +410 New
SCA
355
Stonebridge Capital Advisors
Minnesota
$12.2K -$7.38K -246 -38%
MCM
356
MV Capital Management
Maryland
$12K – – –
AssetMark Inc
357
AssetMark Inc
California
$11.8K – – –
CTB
358
Country Trust Bank
Illinois
$11.8K – – –
TFS
359
TrustCore Financial Services
Tennessee
$11.2K +$90 +3 +0.8%
CB
360
Community Bank
New York
$11K -$540 -18 -5%
PGAM
361
Princeton Global Asset Management
New Jersey
$11K – – –
RDFA
362
Ritter Daniher Financial Advisory
Ohio
$9.95K -$630 -21 -6%
MSFP
363
Mark Sheptoff Financial Planning
Connecticut
$9.89K – – –
SIS
364
Sound Income Strategies
Florida
$9.68K -$4.02K -134 -30%
CAM
365
Close Asset Management
United Kingdom
$9K – – –
DAM
366
Delta Asset Management
Tennessee
$8.36K +$8.19K +273 New
WWP
367
WR Wealth Planners
Missouri
$8.25K +$60 +2 +0.7%
TF
368
Tompkins Financial
New York
$8K – – –
CYG
369
Clean Yield Group
Vermont
$7.62K – – –
HWA
370
Heritage Wealth Advisors
Virginia
$7.53K – – –
PWMG
371
Prestige Wealth Management Group
New Jersey
$7.5K – – –
SWM
372
Sugarloaf Wealth Management
Georgia
$7.31K +$30 +1 +0.4%
TAIM
373
TD Ameritrade Investment Management
Nebraska
$7K -$1.02K -34 -13%
ST
374
Sageworth Trust
Pennsylvania
$7K – – –
SFCL
375
Strengthening Families & Communities LLC
Massachusetts
$7K +$60 +2 +0.9%