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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
PAI
1027
Pittenger & Anderson Inc
Nebraska
$7K – – –
FGA
1028
Fortis Group Advisors
New Jersey
$7K +$7.35K +1,086 New
BDWM
1029
Brewin Dolphin Wealth Management
Ireland
$6.98K – – –
CT
1030
Caldwell Trust
Florida
$6.82K -$6.61K -976 -49%
HGWM
1031
Harvest Group Wealth Management
Massachusetts
$6K -$6.57K -970 -54%
HWM
1032
Holloway Wealth Management
Florida
$6K – – –
LFG
1033
LifePlan Financial Group
Ohio
$6K – – –
CAGAS
1034
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
JWBC
1035
John W. Brooker & Co
California
$5K – – –
PP
1036
Pacifica Partners
Canada
$5K – – –
PK
1037
Pflug Koory
Nebraska
$5K – – –
VNA
1038
Valley National Advisers
Pennsylvania
$5K – – –
BWM
1039
BNC Wealth Management
Oregon
$5K +$4.63K +684 New
CSPIA
1040
Cary Street Partners Investment Advisory
Virginia
$5K +$4.78K +706 New
HFS
1041
Horizon Financial Services
North Carolina
$5K +$5.42K +800 New
WTC
1042
WhitTier Trust Company
Nevada
$4K -$4.83K -714 -57%
CAL
1043
Capital Analysts LLC
Pennsylvania
$4K -$2.03K -300 -35%
BAM
1044
Bellevue Asset Management
Washington
$4K – – –
BCM
1045
Blume Capital Management
California
$4K – – –
LF
1046
Lee Financial
Texas
$4K – – –
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$4K – – –
SJIM
1048
St. Johns Investment Management
Florida
$4K – – –
WT
1049
Washington Trust
Rhode Island
$4K +$1.16K +171 +43%
AIM
1050
Anchor Investment Management
South Carolina
$3.5K – – –