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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
876
Wealthspire Advisors (New York)
New York
$216K +$197K +1,328 New
WI
877
Wedgewood Investors
Pennsylvania
$216K +$196K +1,326 New
NERM
878
New England Research & Management
Illinois
$216K +$196K +1,325 New
PBO
879
Peoples Bank (Ohio)
Ohio
$216K +$196K +1,325 New
VDI
880
Vaughan David Investments
Illinois
$215K +$196K +1,320 New
TPWA
881
TRUE Private Wealth Advisors
Oregon
$214K -$471K -3,177 -71%
RWM
882
Ritholtz Wealth Management
New York
$214K +$195K +1,314 New
NFC
883
Northeast Financial Consultants
Connecticut
$214K +$194K +1,312 New
MBT
884
Montecito Bank & Trust
California
$213K +$194K +1,310 New
CW
885
CreativeOne Wealth
Kansas
$213K +$194K +1,308 New
NHT
886
New Hampshire Trust
New Hampshire
$212K +$193K +1,304 New
PCM
887
Parsons Capital Management
Rhode Island
$212K +$193K +1,300 New
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$212K +$192K +1,299 New
SFI
889
Siemens Fonds Invest
Germany
$212K +$192K +1,299 New
WWP
890
WR Wealth Planners
Missouri
$211K +$45.6K +308 +31%
SP
891
Successful Portfolios
Florida
$211K +$192K +1,293 New
WSCM
892
Wellington Shields Capital Management
New York
$207K
OIA
893
OneDigital Investment Advisors
Kansas
$207K +$188K +1,270 New
SVWAG
894
Sound View Wealth Advisors Group
Georgia
$207K +$188K +1,268 New
FRA
895
Frank Rimerman Advisors
California
$206K +$187K +1,265 New
BAAM
896
Baker Avenue Asset Management
California
$204K -$108K -726 -37%
CI
897
Cigna Investments
Connecticut
$203K +$185K +1,246 New
WMA
898
West Michigan Advisors
Michigan
$203K +$185K +1,246 New
GGI
899
Godsey & Gibb Inc
Virginia
$203K -$30.7K -207 -14%
EB
900
Emprise Bank
Kansas
$202K +$184K +1,242 New