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Name Holding Trade Value Shares
Change
Change in
Stake
M
1051
Mirova
France
$22K – – –
SIM
1052
Sonora Investment Management
Arizona
$22K – – –
BWA
1053
BDO Wealth Advisors
Florida
$21K – – –
CIAS
1054
CBIZ Investment Advisory Services
Ohio
$21K – – –
SL
1055
Savior LLC
Massachusetts
$20K -$582 -3 -3%
MSFP
1056
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
PFSC
1057
Peoples Financial Services Corp
Pennsylvania
$18K – – –
PP
1058
PrairieView Partners
Minnesota
$17K +$18.8K +97 New
ClearBridge Investments
1059
ClearBridge Investments
New York
$16K -$13.2K -68 -43%
FPFS
1060
First Personal Financial Services
North Carolina
$16K -$3.88K -20 -18%
GCM
1061
Gables Capital Management
Florida
$16K – – –
MWC
1062
MBM Wealth Consultants
Missouri
$16K – – –
PK
1063
Pflug Koory
Nebraska
$16K – – –
CAN
1064
Claraphi Advisory Network
United States
$16K +$17.5K +90 New
AWA
1065
Arkadios Wealth Advisors
Georgia
$15.6K +$3.88K +20 +29%
LWM
1066
Lenox Wealth Management
Ohio
$15K -$7.37K -38 -30%
FRA
1067
Front Row Advisors
California
$15K -$582 -3 -4%
GAM
1068
Guinness Asset Management
United Kingdom
$15K – – –
TCCM
1069
Timber Creek Capital Management
Massachusetts
$15K – – –
FMTCOCP
1070
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K – – –
LWANC
1071
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
TFGT
1072
TS Financial Group (TSFG)
Illinois
$14K – – –
EWM
1073
EPG Wealth Management
Georgia
$14K +$2.13K +11 +16%
PFO
1074
Pathstone Family Office
New Jersey
$14K +$14.4K +74 New
CT
1075
Clearstead Trust
Maine
$13K – – –