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Name Holding Trade Value Shares
Change
Change in
Stake
SSG
726
Summit Securities Group
New York
$10K +$10.2K +56 New
Loomis, Sayles & Company
727
Loomis, Sayles & Company
Massachusetts
$9K +$915 +5 +10%
CA
728
Clearstead Advisors
Ohio
$7K – – –
TCWA
729
Ten Capital Wealth Advisors
Washington
$7K – – –
PFBT
730
Parkside Financial Bank & Trust
Missouri
$7K +$2.75K +15 +60%
HIA
731
Harbor Investment Advisory
Maryland
$7K +$5.12K +28 +215%
MCM
732
MV Capital Management
Maryland
$6K -$1.83K -10 -23%
BWM
733
BerganKDV Wealth Management
Minnesota
$6K – – –
CA
734
Centerpoint Advisors
Massachusetts
$6K – – –
SA
735
SRH Advisors
Kansas
$6K – – –
LTI
736
Laffer Tengler Investments
Tennessee
$5.9K +$6.04K +33 New
RIM
737
Rockbridge Investment Management
New York
$5.33K – – –
CBT
738
Central Bank & Trust
Kentucky
$5K – – –
HI
739
Hudock Inc
Pennsylvania
$5K – – –
TJHA
740
Thomas J. Herzfeld Advisors
Florida
$5K – – –
TF
741
Tompkins Financial
New York
$5K – – –
CI
742
Cordant Inc
Oregon
$5K +$4.76K +26 New
MWM
743
Mascoma Wealth Management
New Hampshire
$5K +$5.31K +29 New
SWA
744
Sutton Wealth Advisors
Florida
$4.65K -$183 -1 -4%
IFAM
745
Institutional & Family Asset Management
Colorado
$4K – – –
VNA
746
Valley National Advisers
Pennsylvania
$4K – – –
WT
747
Washington Trust
Rhode Island
$4K – – –
NFSG
748
Newbridge Financial Services Group
Florida
$4K +$3.66K +20 New
BFC
749
Bedel Financial Consulting
Indiana
$4K +$4.21K +23 New
MFT
750
Moisand Fitzgerald Tamayo
Florida
$4K +$4.39K +24 New