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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
876
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$1.1K -47 -3%
CCM
877
Cribstone Capital Management
Maine
$27K – – –
CFA
878
Carroll Financial Associates
North Carolina
$27K +$3.01K +129 +11%
HFM
879
Hartford Financial Management
Connecticut
$26K +$23 +1 +0.1%
WANY
880
Wealthspire Advisors (New York)
New York
$26K +$29.1K +1,249 New
CC
881
Claybrook Capital
Massachusetts
$25K +$22.6K +971 +368%
WDL
882
Well Done LLC
Michigan
$25K +$28.8K +1,235 New
ME
883
McIlrath & Eck
Washington
$24K – – –
BWM
884
BerganKDV Wealth Management
Minnesota
$23K – – –
WEC
885
Winslow Evans & Crocker
Massachusetts
$22K – – –
CWM
886
Cranbrook Wealth Management
Michigan
$21K – – –
NCM
887
New Capital Management
Texas
$21K +$117 +5 +0.5%
HT
888
Heritage Trust
Oklahoma
$20K -$863 -37 -4%
SC
889
Sawyer & Company
Massachusetts
$20K – – –
TFS
890
TrustCore Financial Services
Tennessee
$20K +$3.03K +130 +16%
PFBT
891
Parkside Financial Bank & Trust
Missouri
$19K -$1.17K -50 -5%
WAS
892
Winch Advisory Services
Wisconsin
$19K +$93 +4 +0.4%
M
893
MOTCO
Texas
$19K +$2.5K +107 +13%
MSA
894
Marino Stram & Associates
Massachusetts
$19K +$3.99K +171 +23%
PCP
895
Proficio Capital Partners
Massachusetts
$18K -$2.4K -103 -10%
MCM
896
Manchester Capital Management
Vermont
$18K – – –
RWG
897
Regal Wealth Group
California
$18K +$23 +1 +0.1%
EI
898
Ellevest Inc
New York
$18K +$20.3K +870 New
1IA
899
1834 Investment Advisors
Wisconsin
$17K – – –
EARNEST Partners
900
EARNEST Partners
Georgia
$17K – – –