Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1326
IMA Advisory Services
Colorado
$26K – – –
CA
1327
Crewe Advisors
Utah
$24.9K – – –
BFS
1328
Burkett Financial Services
South Carolina
$24.1K +$211 +1 +0.9%
NECFA
1329
New England Capital Financial Advisors
Connecticut
$23.9K – – –
AG
1330
AmeriFlex Group
Nevada
$23.9K – – –
GKIM
1331
GW&K Investment Management
Massachusetts
$23K +$211 +1 +0.9%
NSG
1332
Nalls Sherbakoff Group
Tennessee
$22.8K – – –
ECM
1333
Estabrook Capital Management
New York
$22.7K +$1.9K +9 +9%
WBC
1334
West Branch Capital
Massachusetts
$22.5K – – –
MAM
1335
Meeder Asset Management
Ohio
$21K +$16.2K +77 +321%
TIM
1336
Thompson Investment Management
Wisconsin
$20.8K -$15.8K -75 -43%
B
1337
Bayban
Minnesota
$20.8K – – –
GIA
1338
GHP Investment Advisors
Colorado
$20.8K – – –
HIMS
1339
Hager Investment Management Services
New Hampshire
$20.8K – – –
SN
1340
Sittner & Nelson
Oregon
$20.8K – – –
VFM
1341
Vision Financial Markets
Connecticut
$20.8K – – –
HCM
1342
Hollencrest Capital Management
California
$20.7K – – –
OAJ
1343
Ogorek Anthony Joseph
New York
$19K -$3.16K -15 -14%
TWD
1344
True Wealth Design
Ohio
$18.9K -$4.85K -23 -20%
LWM
1345
Lodestone Wealth Management
Washington
$18.2K +$3.8K +18 +26%
PP
1346
PFS Partners
New Jersey
$18.1K +$422 +2 +2%
1IA
1347
1620 Investment Advisors
Massachusetts
$17.9K – – –
BIA
1348
Bell Investment Advisors
California
$17.9K – – –
BFS
1349
Bare Financial Services
Pennsylvania
$17.7K – – –
SHIM
1350
Stone House Investment Management
Pennsylvania
$17K +$5.27K +25 +44%