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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$6.53K -$11.4K -182 -63%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$6.53K -$1.87K -30 -22%
MWM
553
Mascoma Wealth Management
New Hampshire
$6.41K – – –
OSNBOA
554
Old Second National Bank of Aurora
Illinois
$5.67K – – –
CP
555
Castleview Partners
Texas
$5.57K +$5.68K +91 New
BA
556
Bellwether Advisors
Nebraska
$5.49K – – –
CS
557
Comerica Securities
Michigan
$5.19K +$5.31K +85 New
IGWM
558
ICA Group Wealth Management
Colorado
$5.19K +$5.31K +85 New
HT
559
Headlands Technologies
Illinois
$5K +$4.87K +78 New
TCOV
560
Trust Company of Vermont
Vermont
$4.88K – – –
GI
561
Gradient Investments
Minnesota
$4.76K +$375 +6 +8%
CYG
562
Clean Yield Group
Vermont
$4.51K – – –
NIC
563
Northwest Investment Counselors
Oregon
$4.51K – – –
NFSG
564
Newbridge Financial Services Group
Florida
$4.45K -$6.31K -101 -58%
CAC
565
Core Alternative Capital
Georgia
$4.45K -$5.81K -93 -56%
MWM
566
MinichMacGregor Wealth Management
New York
$4.03K +$4.12K +66 New
CT
567
Cambridge Trust
Massachusetts
$4K – – –
EI
568
Ellevest Inc
New York
$3.97K -$26.5K -424 -87%
LWANC
569
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.9K – – –
CWP
570
Concord Wealth Partners
Virginia
$3.66K +$3.75K +60 New
EARNEST Partners
571
EARNEST Partners
Georgia
$3.42K – – –
TAM
572
Tucker Asset Management
Colorado
$3.42K – – –
SWA
573
Sutton Wealth Advisors
Florida
$3.23K +$1.94K +31 +141%
BFA
574
BBJS Financial Advisors
Washington
$3.17K +$3.25K +52 New
TF
575
Tompkins Financial
New York
$3K +$2.81K +45 New