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Name Holding Trade Value Shares
Change
Change in
Stake
DI
801
Disciplined Investments
Oklahoma
$7K
ETI
802
Enterprise Trust & Investment
California
$7K
PK
803
Pflug Koory
Nebraska
$7K
Ninety One (UK)
804
Ninety One (UK)
United Kingdom
$7K +$7K +51 New
TL
805
TrueWealth LLC
Georgia
$6K
RG
806
Retirement Group
California
$6K +$5.9K +43 New
CWM
807
Campbell Wealth Management
Virginia
$6K +$6.31K +46 New
Federated Hermes
808
Federated Hermes
Pennsylvania
$5K -$2.06K -15 -31%
AWM
809
AllSquare Wealth Management
New York
$5K
DAM
810
Delta Asset Management
Tennessee
$5K
Macquarie Group
811
Macquarie Group
Australia
$5K
SWM
812
Sugarloaf Wealth Management
Georgia
$5K
TVWM
813
Tower View Wealth Management
Wisconsin
$5K +$5.21K +38 New
IF
814
Ironwood Financial
Arizona
$5K +$5.49K +40 New
MC
815
Martin Currie
United Kingdom
$4K
PG
816
Proffitt & Goodson
Tennessee
$4K +$4.53K +33 New
ABC
817
Associated Banc-Corp
Wisconsin
$3K
BCM
818
Bourgeon Capital Management
Connecticut
$3K
CIM
819
Contravisory Investment Management
Massachusetts
$3K
CFN
820
Cordasco Financial Network
Florida
$3K
EWP
821
Engrave Wealth Partners
Texas
$3K
HIM
822
Hillsdale Investment Management
Ontario, Canada
$3K
VCM
823
Vigilant Capital Management
Maine
$3K +$3.02K +22 New
WAMC
824
Western Asset Management Company
California
$3K +$3.16K +23 New
FMP
825
Financial Management Professionals
Texas
$3K +$3.57K +26 New