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Name Holding Trade Value Shares
Change
Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$29K +$2.41K +14 +9%
CCA
902
Clearwater Capital Advisors
Illinois
$29K +$30.9K +180 New
VIA
903
Vantage Investment Advisors
Pennsylvania
$28K
CCM
904
Cribstone Capital Management
Maine
$28K +$12.9K +75 +75%
Loomis, Sayles & Company
905
Loomis, Sayles & Company
Massachusetts
$27K -$1.47M -8,549 -98%
WAS
906
WESPAC Advisors SoCal
California
$27K
KA
907
Kaizen Advisory
Illinois
$24K
Carson Wealth (CWM LLC)
908
Carson Wealth (CWM LLC)
Nebraska
$23K -$2.92K -17 -11%
BWM
909
Baystate Wealth Management
Massachusetts
$22K
GAM
910
Gemmer Asset Management
California
$21K
IP
911
Isthmus Partners
Wisconsin
$21K
HFM
912
Hartford Financial Management
Connecticut
$21K +$22.3K +130 New
EWM
913
Endurance Wealth Management
Rhode Island
$20K
PK
914
Pflug Koory
Nebraska
$20K +$21.5K +125 New
WIM
915
Westside Investment Management
California
$19.7K
VanEck Associates
916
VanEck Associates
New York
$18K +$18.6K +108 New
HFP
917
Holistic Financial Partners
Indiana
$17K +$2.58K +15 +17%
VEA
918
Virtus ETF Advisers
New York
$17K +$17.2K +100 +5,000%
TFO
919
Tarbox Family Office
California
$16K -$1.38K -8 -7%
CPA
920
Clear Perspective Advisors
Illinois
$16K
JFA
921
JNBA Financial Advisors
Minnesota
$16K
PAI
922
Pittenger & Anderson Inc
Nebraska
$16K
WPA
923
West Paces Advisors
Georgia
$15.6K
PCP
924
Proficio Capital Partners
Massachusetts
$15K -$16.7K -97 -52%
TL
925
TrueWealth LLC
Georgia
$15K -$1.2K -7 -7%