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Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
651
Stonebridge Financial Planning Group
Florida
$18K – – –
WEC
652
Winslow Evans & Crocker
Massachusetts
$18K – – –
AWG
653
Altus Wealth Group
Colorado
$18K +$15K +100 New
Bartlett & Co
654
Bartlett & Co
Ohio
$18K +$15K +100 New
TFS
655
TrustCore Financial Services
Tennessee
$18K +$15K +100 +10,000%
Bartlett & Co Wealth Management
656
Bartlett & Co Wealth Management
Ohio
$17.8K +$15K +100 New
H
657
Hexavest
Quebec, Canada
$17K +$14.7K +98 New
Brown Brothers Harriman & Co
658
Brown Brothers Harriman & Co
New York
$16K -$150 -1 -1%
WAS
659
Winch Advisory Services
Wisconsin
$14K -$4.51K -30 -28%
ADIM
660
Alpha DNA Investment Management
Maryland
$14K +$12.2K +81 New
CMBA
661
C.M. Bidwell & Associates
Hawaii
$13K -$7.67K -51 -41%
CFA
662
Carroll Financial Associates
North Carolina
$13K – – –
SLF
663
Sun Life Financial
Ontario, Canada
$13K +$451 +3 +4%
BWP
664
Baldwin Wealth Partners
Massachusetts
$12K – – –
Gradient Investments
665
Gradient Investments
Minnesota
$12K – – –
NSB
666
Norway Savings Bank
Maine
$12K +$2.26K +15 +30%
M1FG
667
Mach-1 Financial Group
Arkansas
$12K +$10.2K +68 New
EARNEST Partners
668
EARNEST Partners
Georgia
$11K – – –
SWA
669
SOA Wealth Advisors
New York
$11K +$7.82K +52 New
RWB
670
RMR Wealth Builders
New Jersey
$11K +$9.02K +60 New
RPWA
671
Regent Peak Wealth Advisors
Georgia
$11K +$9.17K +61 New
KCM
672
Kathmere Capital Management
Pennsylvania
$10K +$1.5K +10 +22%
LWM
673
Liberty Wealth Management
California
$10K +$7.52K +50 New
MLFP
674
MPS Loria Financial Planners
Illinois
$10K +$8.57K +57 New
AP
675
Arlington Partners
Alabama
$10K +$8.72K +58 New