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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
526
Trust Company of Vermont
Vermont
$14K
CC
527
Claybrook Capital
Massachusetts
$14K +$14.3K +300 New
SPIA
528
Steward Partners Investment Advisory
New York
$13K
PW
529
Price Wealth
Texas
$13K +$13.7K +288 New
MSA
530
Marino Stram & Associates
Massachusetts
$12K +$11.8K +248 New
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$10K
CB
532
Community Bank
New York
$10K
TIM
533
Tortoise Investment Management
New York
$10K
TWA
534
TCI Wealth Advisors
Arizona
$10K +$7.84K +165 +344%
PFA
535
Pathway Financial Advisors
Vermont
$10K +$9.51K +200 New
AIS
536
AlphaOne Investment Services
Pennsylvania
$9K -$49.3K -1,038 -85%
AIM
537
Advantage Investment Management
Iowa
$9K
KA
538
Kaizen Advisory
Illinois
$9K +$8.6K +181 New
GAM
539
Gemmer Asset Management
California
$8K +$665 +14 +9%
TG
540
TLP Group
Illinois
$8K +$8.18K +172 New
DAM
541
Delta Asset Management
Tennessee
$7K
GFP
542
Gryphon Financial Partners
Ohio
$7K +$6.89K +145 New
CBT
543
Central Bank & Trust
Kentucky
$6K
LGWM
544
Litman Gregory Wealth Management
California
$6K
HFM
545
Hartford Financial Management
Connecticut
$5K
CA
546
Centerpoint Advisors
Massachusetts
$5K +$4.75K +100 New
IWM
547
IHT Wealth Management
Illinois
$5K +$4.75K +100 New
PGWM
548
Parisi Gray Wealth Management
New Jersey
$5K +$4.99K +105 New
AssetMark Inc
549
AssetMark Inc
California
$4K -$6.99K -147 -64%
GBT
550
Grove Bank & Trust
Florida
$4K