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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
901
YorkBridge Wealth Partners
New York
$29K – – –
ST
902
Smithfield Trust
Pennsylvania
$29K +$2.41K +14 +9%
CCA
903
Clearwater Capital Advisors
Illinois
$29K +$30.9K +180 New
VIA
904
Vantage Investment Advisors
Pennsylvania
$28K – – –
CCM
905
Cribstone Capital Management
Maine
$28K +$12.9K +75 +75%
Loomis, Sayles & Company
906
Loomis, Sayles & Company
Massachusetts
$27K -$1.47M -8,549 -98%
WAS
907
WESPAC Advisors SoCal
California
$27K – – –
KA
908
Kaizen Advisory
Illinois
$24K – – –
Carson Wealth (CWM LLC)
909
Carson Wealth (CWM LLC)
Nebraska
$23K -$2.92K -17 -11%
BWM
910
Baystate Wealth Management
Massachusetts
$22K – – –
GAM
911
Gemmer Asset Management
California
$21K – – –
IP
912
Isthmus Partners
Wisconsin
$21K – – –
HFM
913
Hartford Financial Management
Connecticut
$21K +$22.3K +130 New
EWM
914
Endurance Wealth Management
Rhode Island
$20K – – –
PK
915
Pflug Koory
Nebraska
$20K +$21.5K +125 New
WIM
916
Westside Investment Management
California
$19.7K – – –
VanEck Associates
917
VanEck Associates
New York
$18K +$18.6K +108 New
HFP
918
Holistic Financial Partners
Indiana
$17K +$2.58K +15 +17%
VEA
919
Virtus ETF Advisers
New York
$17K +$17.2K +100 +5,000%
TFO
920
Tarbox Family Office
California
$16K -$1.38K -8 -7%
CPA
921
Clear Perspective Advisors
Illinois
$16K – – –
JFA
922
JNBA Financial Advisors
Minnesota
$16K – – –
PAI
923
Pittenger & Anderson Inc
Nebraska
$16K – – –
WPA
924
West Paces Advisors
Georgia
$15.6K – – –
PCP
925
Proficio Capital Partners
Massachusetts
$15K -$16.7K -97 -52%