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Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
676
Capital Directions Investment Advisors
Georgia
$73K +$70K +1,360 New
AIM
677
Advantage Investment Management
Iowa
$70K
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$70K
BWM
679
BerganKDV Wealth Management
Minnesota
$64K -$20.6K -400 -25%
THWM
680
Taylor Hoffman Wealth Management
Virginia
$64K +$49.4K +960 +400%
VNA
681
Valley National Advisers
Pennsylvania
$62K
TFS
682
TrustCore Financial Services
Tennessee
$62K +$514 +10 +0.9%
WB
683
Webster Bank
Connecticut
$61K
PFO
684
Pathstone Family Office
New Jersey
$61K +$10.4K +202 +21%
SC
685
Sawyer & Company
Massachusetts
$60K
WTC
686
WhitTier Trust Company
Nevada
$58K
AF
687
Allworth Financial
California
$56K -$2.47K -48 -4%
PW
688
Price Wealth
Texas
$56K
CIM
689
Contravisory Investment Management
Massachusetts
$56K +$1.44K +28 +3%
HFM
690
Hartford Financial Management
Connecticut
$56K +$15K +291 +38%
FIB
691
First Interstate Bank
Montana
$55K +$20.6K +400 +63%
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52K +$8.23K +160 +19%
GI
693
Gradient Investments
Minnesota
$52K +$33.2K +646 +193%
TL
694
TrueWealth LLC
Georgia
$51K
AS
695
Altshuler Shaham
Israel
$51K +$49.4K +960 New
MCM
696
Manchester Capital Management
Vermont
$47K
Nisa Investment Advisors
697
Nisa Investment Advisors
Missouri
$47K
BL
698
Balentine LLC
Georgia
$46K
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$4.12K +80 +10%
WAS
700
Winch Advisory Services
Wisconsin
$44K +$463 +9 +1%