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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
951
Pittenger & Anderson Inc
Nebraska
$26K – – –
HDIM
952
Hanson & Doremus Investment Management
Vermont
$25K – – –
HI
953
Human Investing
Oregon
$25K +$2.79K +11 +13%
CT
954
Clearstead Trust
Maine
$24K – – –
EI
955
Ellevest Inc
New York
$23K +$16.5K +65 +295%
RIA
956
Realta Investment Advisors
Delaware
$22K +$22.1K +87 New
MPWT
957
MassMutual Private Wealth & Trust
Connecticut
$21K – – –
AF
958
Allworth Financial
California
$17K – – –
AS
959
Altshuler Shaham
Israel
$17K +$5.34K +21 +48%
TSW
960
Thompson Siegel & Walmsley
Virginia
$15K – – –
FGAM
961
Financial Gravity Asset Management
Texas
$12K -$15.2K -60 -56%
CQS
962
Credential Qtrade Securities
$11.5K -$1.52K -6 -12%
BWM
963
Baystate Wealth Management
Massachusetts
$11K – – –
H
964
Hexavest
Quebec, Canada
$11K +$10.7K +42 New
LWANC
965
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K -$9.91K -39 -49%
EWA
966
Evolution Wealth Advisors
Florida
$10K +$9.4K +37 New
FNB
967
Farmers National Bank
Kentucky
$9K -$3.56K -14 -29%
FRA
968
Front Row Advisors
California
$9K -$2.54K -10 -23%
GWS
969
Glassman Wealth Services
Virginia
$9K +$254 +1 +3%
BL
970
Balentine LLC
Georgia
$9K +$8.64K +34 New
CFD
971
Creative Financial Designs
Indiana
$8K -$7.62K -30 -52%
TJHA
972
Thomas J. Herzfeld Advisors
Florida
$8K -$1.02K -4 -12%
RCC
973
Red Cedar Capital
Nebraska
$8K – – –
SMFS
974
Squar Milner Financial Services
California
$7K – – –
ACA
975
Atlas Capital Advisors
Wyoming
$6.27K +$6.1K +24 New