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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
Raffa Wealth Management
District of Columbia
$30.2K – – –
BWM
777
Baystate Wealth Management
Massachusetts
$30K – – –
HFM
778
Hartford Financial Management
Connecticut
$30K – – –
MA
779
MCF Advisors
Kentucky
$30K – – –
OIA
780
OneDigital Investment Advisors
Kansas
$30K – – –
PSC
781
Prentiss Smith & Co
Vermont
$29K – – –
BAM
782
Barrett Asset Management
New York
$28K – – –
PFBT
783
Parkside Financial Bank & Trust
Missouri
$28K +$1.19K +32 +5%
ATC
784
Adirondack Trust Company
New York
$27K – – –
CFA
785
Carroll Financial Associates
North Carolina
$27K – – –
Loomis, Sayles & Company
786
Loomis, Sayles & Company
Massachusetts
$27K +$2.67K +72 +11%
MIC
787
MU Investments Company
Japan
$27K +$26K +700 New
WPA
788
West Paces Advisors
Georgia
$26.9K – – –
RFA
789
Reilly Financial Advisors
California
$26K -$1.86K -50 -7%
JFA
790
JNBA Financial Advisors
Minnesota
$26K – – –
SIC
791
Salem Investment Counselors
North Carolina
$26K – – –
SIAS
792
Shine Investment Advisory Services
Colorado
$26K – – –
GFP
793
Gryphon Financial Partners
Ohio
$26K +$26K +701 New
SFSIG
794
San Francisco Sentry Investment Group
California
$25K -$1.3K -35 -5%
GAM
795
Gemmer Asset Management
California
$25K – – –
PCP
796
Proficio Capital Partners
Massachusetts
$23K +$520 +14 +2%
VCM
797
Versant Capital Management
Arizona
$22K – – –
HFP
798
Holistic Financial Partners
Indiana
$22K +$21.8K +587 New
LFA
799
Legacy Financial Advisors
Kentucky
$21K +$21.2K +571 New
CHP
800
Cable Hill Partners
Oregon
$20K – – –