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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
801
Ropes Wealth Advisors
Massachusetts
$20K +$16.7K +100 +400%
GEA
802
Glen Eagle Advisors
New Jersey
$19.1K – – –
MAM
803
Marquette Asset Management
Minnesota
$19K – – –
PCFFS
804
Pacific Center for Financial Services
California
$18K – – –
CYG
805
Clean Yield Group
Vermont
$17K – – –
AA
806
Advisory Alpha
Michigan
$16.5K +$16.7K +100 New
CIA
807
Cascade Investment Advisors
Oregon
$16.4K – – –
AA
808
AlphaMark Advisors
Kentucky
$16K – – –
SQA
809
Simon Quick Advisors
New Jersey
$16K – – –
TL
810
TrueWealth LLC
Georgia
$14K – – –
RWM
811
Raffa Wealth Management
District of Columbia
$13.1K +$13.4K +80 New
GWS
812
Glassman Wealth Services
Virginia
$13K – – –
HCA
813
Horan Capital Advisors
Ohio
$12K +$12.6K +75 New
VNA
814
Valley National Advisers
Pennsylvania
$11K -$8.7K -52 -43%
FPB
815
First PREMIER Bank
South Dakota
$11K – – –
TWA
816
TCI Wealth Advisors
Arizona
$11K – – –
HDIM
817
Hanson & Doremus Investment Management
Vermont
$10K – – –
WCG
818
Weaver Consulting Group
California
$10K – – –
HIIFS
819
Harel Insurance Investments & Financial Services
Israel
$9K – – –
PK
820
Pflug Koory
Nebraska
$9K – – –
EWA
821
Evolution Wealth Advisors
Florida
$9K +$9.2K +55 New
Federated Hermes
822
Federated Hermes
Pennsylvania
$8K -$1.51K -9 -15%
CCM
823
Copeland Capital Management
Pennsylvania
$8K -$335 -2 -4%
ETI
824
Enterprise Trust & Investment
California
$8K – – –
GAM
825
Gemmer Asset Management
California
$8K – – –