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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
626
Loomis, Sayles & Company
Massachusetts
$12K +$3.05K +20 +32%
T
627
TCWP
Ohio
$12K +$13.6K +89 New
DWA
628
Delos Wealth Advisors
Texas
$11K
FCT
629
First Community Trust
Iowa
$11K
MCM
630
Manchester Capital Management
Vermont
$11K +$764 +5 +7%
HIM
631
Hillsdale Investment Management
Ontario, Canada
$10K -$550K -3,600 -98%
SGAM
632
Smith Group Asset Management
Texas
$10K
GC
633
Globeflex Capital
California
$9K
JWA
634
JFS Wealth Advisors
Pennsylvania
$9K +$305 +2 +3%
SC
635
SouthState Corp
Florida
$7K -$11.5K -75 -60%
COCM
636
Charter Oak Capital Management
New Hampshire
$7K
DHGWA
637
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K
GWS
638
Glassman Wealth Services
Virginia
$7K
TAIM
639
TD Ameritrade Investment Management
Nebraska
$7K
AWM
640
AllSquare Wealth Management
New York
$6K
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
$6K
WTA
642
Washington Trust Advisors
Massachusetts
$6K
BONH
643
Bank of New Hampshire
New Hampshire
$6K +$6.26K +41 New
OLVIG
644
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6.57K +43 New
SSG
645
Summit Securities Group
New York
$6K +$6.72K +44 New
EWA
646
EverSource Wealth Advisors
Alabama
$5K -$13.6K -89 -75%
WPA
647
West Paces Advisors
Georgia
$5K -$4.89K -32 -48%
SCA
648
Stonebridge Capital Advisors
Minnesota
$5K
VCM
649
Versant Capital Management
Arizona
$5K
VCM
650
Vigilant Capital Management
Maine
$5K