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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
726
Reilly Financial Advisors
California
$32K – – –
Jones Financial Companies
727
Jones Financial Companies
Missouri
$32K +$127 +1 +0.4%
BAM
728
Bellevue Asset Management
Washington
$31K – – –
BWL
729
Bogart Wealth LLC
Virginia
$30K +$28.3K +222 New
TC
730
Trust Company
Kansas
$29K – – –
JCM
731
Jacobi Capital Management
Pennsylvania
$27K -$891 -7 -3%
GAM
732
Gemmer Asset Management
California
$27K – – –
Credit Agricole
733
Credit Agricole
France
$27K +$25.5K +200 New
GEA
734
Glen Eagle Advisors
New Jersey
$26.3K – – –
BA
735
Bellwether Advisors
Nebraska
$25K – – –
LFG
736
Larson Financial Group
Missouri
$25K – – –
GG
737
Gleason Group
Kentucky
$24K -$8.02K -63 -27%
Carson Wealth (CWM LLC)
738
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
KFP
739
KB Financial Partners
New Jersey
$24K +$22.3K +175 New
AWM
740
Accel Wealth Management
Iowa
$23K – – –
FWM
741
Focused Wealth Management
New York
$23K – – –
SL
742
Savior LLC
Massachusetts
$23K – – –
EIM
743
Essex Investment Management
Massachusetts
$21K – – –
HWA
744
HHM Wealth Advisors
Tennessee
$21K – – –
TFO
745
Tarbox Family Office
California
$21K – – –
VFA
746
Valeo Financial Advisors
Indiana
$21K +$7K +55 +57%
HR
747
Howe & Rusling
New York
$21K +$12.7K +100 +196%
LCM
748
Logan Capital Management
Pennsylvania
$21K +$19.1K +150 New
MWM
749
Mascoma Wealth Management
New Hampshire
$21K +$19.5K +153 New
JGIA
750
Jackson Grant Investment Advisers
Connecticut
$20K +$127 +1 +0.7%