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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
801
Sandy Spring Bank
Maryland
$111K -$7.26K -60 -7%
FHA
802
First Horizon Advisors
Tennessee
$111K -$6.05K -50 -5%
PTC
803
Private Trust Company
Ohio
$108K +$35.4K +293 +53%
KFP
804
KB Financial Partners
New Jersey
$108K +$6.41K +53 +7%
GWSG
805
GPS Wealth Strategies Group
Colorado
$108K -$7.74K -64 -7%
SIC
806
SJS Investment Consulting
Ohio
$104K -$242 -2 -0.2%
PP
807
PrairieView Partners
Minnesota
$102K +$96.8K +800 New
Kayne Anderson Rudnick Investment Management
808
Kayne Anderson Rudnick Investment Management
California
$102K -$18.6K -154 -16%
IGWM
809
ICA Group Wealth Management
Colorado
$95.4K -$8.22K -68 -8%
GWS
810
Glassman Wealth Services
Virginia
$94.7K +$847 +7 +1%
TPCW
811
TD Private Client Wealth
New York
$85.1K +$7.38K +61 +10%
SS
812
Sunbelt Securities
Texas
$79.2K
C
813
Covestor
United Kingdom
$73K +$47.2K +390 +218%
CAL
814
Capital Advisors Ltd
Ohio
$67K +$59.4K +491 +1,693%
PAM
815
Paradigm Asset Management
New York
$64.8K
LS
816
Livforsakringsbolaget Skandia
Sweden
$64.3K
ODG
817
O'Dell Group
Ohio
$53.6K +$50.4K +417 New
AIM
818
Arcadia Investment Management
Michigan
$53.2K +$49.6K +410 +10,250%
FP
819
Financial Perspectives
Minnesota
$52.4K
CFFP
820
Center for Financial Planning
Michigan
$51.4K +$48.4K +400 New
BTI
821
Blue Trust Inc
Georgia
$50K -$27.2K -225 -34%
VNA
822
Valley National Advisers
Pennsylvania
$49K +$11.5K +95 +33%
FFA
823
Farther Finance Advisors
California
$44.2K +$484 +4 +1%
LFG
824
Larson Financial Group
Missouri
$39.6K
NSIM
825
North Star Investment Management
Illinois
$37.9K