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Name Holding Trade Value Shares
Change
Change in
Stake
WDL
826
Well Done LLC
Michigan
$27K +$27.3K +1,210 New
ME
827
McIlrath & Eck
Washington
$26K – – –
RA
828
Rational Advisors
New York
$26K +$26.7K +1,184 New
MCWS
829
McKinley Carter Wealth Services
West Virginia
$26K +$27.1K +1,200 New
Loomis, Sayles & Company
830
Loomis, Sayles & Company
Massachusetts
$25K -$345K -15,260 -93%
FANJ
831
Financial Architects (New Jersey)
New Jersey
$24K +$20.3K +900 +476%
FC
832
Ferris Capital
Massachusetts
$24K +$24.3K +1,074 New
MPPLM
833
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$23K – – –
CWM
834
Cranbrook Wealth Management
Michigan
$22K – – –
PFA
835
Pathway Financial Advisors
Vermont
$22K – – –
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
SC
837
Sawyer & Company
Massachusetts
$22K – – –
NCM
838
New Capital Management
Texas
$22K +$135 +6 +0.6%
EWM
839
Edge Wealth Management
New York
$22K +$22.6K +1,000 New
PFBT
840
Parkside Financial Bank & Trust
Missouri
$21K +$565 +25 +3%
HFP
841
Holistic Financial Partners
Indiana
$21K +$587 +26 +3%
PCP
842
Proficio Capital Partners
Massachusetts
$21K +$1.35K +60 +7%
GEA
843
Glen Eagle Advisors
New Jersey
$20.5K +$9.8K +434 +87%
WAS
844
Winch Advisory Services
Wisconsin
$20K +$113 +5 +0.6%
EARNEST Partners
845
EARNEST Partners
Georgia
$19K – – –
HT
846
Heritage Trust
Oklahoma
$19K – – –
RWG
847
Regal Wealth Group
California
$19K +$45 +2 +0.2%
M
848
MOTCO
Texas
$18K -$1.06K -47 -6%
1IA
849
1834 Investment Advisors
Wisconsin
$18K – – –
ARMC
850
American Research & Management Company
Massachusetts
$18K – – –