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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
Clearstead Advisors
Ohio
$204K -$118K -613 -37%
VCM
1002
Vision Capital Management
Oregon
$204K – – –
WAP
1003
Wealthcare Advisory Partners
Pennsylvania
$191K +$191K +990 New
BC
1004
Burleson & Co
California
$190K -$29.8K -155 -14%
GEA
1005
Glen Eagle Advisors
New Jersey
$189K – – –
CBT
1006
CoreFirst Bank & Trust
Kansas
$187K – – –
PO
1007
Private Ocean
California
$184K – – –
SOAMC
1008
Spirit of America Management Corp
New York
$183K – – –
RP
1009
Rowlandmiller & Partners
Georgia
$182K – – –
AF
1010
Advisornet Financial
Minnesota
$178K -$7.89K -41 -4%
EI
1011
Ellevest Inc
New York
$177K +$56.4K +293 +47%
LSA
1012
Leonteq Securities AG
Switzerland
$174K -$92.6K -481 -35%
JWBC
1013
John W. Brooker & Co
California
$169K – – –
NIM
1014
NuWave Investment Management
New Jersey
$168K -$866K -4,498 -84%
SN
1015
Sittner & Nelson
Oregon
$164K -$14.8K -77 -8%
DAC
1016
Dividend Assets Capital
South Carolina
$160K – – –
Jones Financial Companies
1017
Jones Financial Companies
Missouri
$160K +$52.7K +274 +49%
AF
1018
Arrow Financial
New York
$153K -$1.93K -10 -1%
TWA
1019
TCI Wealth Advisors
Arizona
$144K +$6.74K +35 +5%
IAM
1020
Infusive Asset Management
New York
$144K +$17.3K +90 +14%
GRP
1021
Global Retirement Partners
California
$141K -$78.9K -410 -36%
BCP
1022
Blue Chip Partners
Michigan
$138K -$5.2K -27 -4%
ONST
1023
Old North State Trust
North Carolina
$138K – – –
BWM
1024
Baystate Wealth Management
Massachusetts
$137K +$770 +4 +0.6%
AA
1025
Ancora Advisors
Ohio
$137K +$30K +156 +28%