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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1626
JNBA Financial Advisors
Minnesota
$49.3K +$989 +11 +2%
GKIM
1627
GW&K Investment Management
Massachusetts
$49K +$6.56K +73 +15%
SA
1628
SRH Advisors
Kansas
$48.3K -$4.58K -51 -9%
MFG
1629
Mendota Financial Group
Wisconsin
$48.2K – – –
BCMLT
1630
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K – – –
VWM
1631
Venturi Wealth Management
Texas
$47.2K +$5.84K +65 +14%
CMP
1632
Coston McIsaac & Partners
Maine
$47K -$180 -2 -0.4%
KC
1633
Kepos Capital
New York
$47K +$449 +5 +0.9%
GFL
1634
Granite FO LLC
New Hampshire
$46.5K -$2.97K -33 -6%
PCTC
1635
Perkins Coie Trust Company
Washington
$44.2K +$2.79K +31 +7%
AFS
1636
Annapolis Financial Services
Maryland
$43.1K – – –
ACM
1637
Antonetti Capital Management
Florida
$42.5K – – –
FFL
1638
Financial Freedom LLC
Ohio
$41.8K -$629 -7 -1%
EDRH
1639
Edmond de Rothschild Holding
Switzerland
$41.5K -$12.4M -137,830 -100%
FFC
1640
First Financial Corp
Indiana
$41.5K -$4.76K -53 -10%
BWL
1641
Bogart Wealth LLC
Virginia
$40.6K -$2.61K -29 -6%
IAS
1642
IMA Advisory Services
Colorado
$40.6K – – –
FWA
1643
FSC Wealth Advisors
New York
$40.5K – – –
SPWM
1644
Spartan Planning & Wealth Management
North Carolina
$39.9K +$40.6K +452 New
OLVIG
1645
Oliver Lagore Vanvalin Investment Group
Michigan
$39.2K +$29.5K +328 +280%
C
1646
Covestor
United Kingdom
$39K -$449 -5 -1%
RDIA
1647
RE Dickinson Investment Advisors
Iowa
$38K – – –
TCM
1648
Tradewinds Capital Management
Washington
$37.6K – – –
PO
1649
Private Ocean
California
$36.9K -$90 -1 -0.2%
DFA
1650
DHJJ Financial Advisors
Illinois
$36.9K +$37.7K +419 New