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Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
CX Institutional
Indiana
$20K +$16.8K +124 +775%
HIA
627
Harbor Investment Advisory
Maryland
$17K +$16K +118 New
FWM
628
Focused Wealth Management
New York
$17K +$16.4K +121 New
OIA
629
Optimum Investment Advisors
Illinois
$16K – – –
SLF
630
Sun Life Financial
Ontario, Canada
$15K +$136 +1 +0.9%
BCM
631
Blume Capital Management
California
$14K – – –
HL
632
Harding Loevner
New Jersey
$14K – – –
SIM
633
Sonora Investment Management
Arizona
$14K – – –
HIIFS
634
Harel Insurance Investments & Financial Services
Israel
$14K +$13.6K +100 New
EARNEST Partners
635
EARNEST Partners
Georgia
$13K – – –
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$13K +$1.22K +9 +11%
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$1.35K +10 +12%
GWS
638
Glassman Wealth Services
Virginia
$12K +$8.67K +64 +305%
SIC
639
Salem Investment Counselors
North Carolina
$11K -$3.81M -28,135 -100%
CYG
640
Clean Yield Group
Vermont
$10K – – –
ME
641
McIlrath & Eck
Washington
$9K – – –
TCOV
642
Trust Company of Vermont
Vermont
$9K – – –
CMA
643
Cedar Mountain Advisors
Oregon
$9K +$4.34K +32 +97%
BWL
644
Bogart Wealth LLC
Virginia
$8K -$813 -6 -9%
BL
645
Balentine LLC
Georgia
$7K +$2.17K +16 +46%
FMP
646
Financial Management Professionals
Texas
$7K +$6.64K +49 New
HNB
647
Huntington National Bank
Ohio
$6K – – –
PMFA
648
Plante Moran Financial Advisors
Michigan
$6K – – –
CFD
649
Creative Financial Designs
Indiana
$6K +$5.29K +39 New
SWA
650
Sutton Wealth Advisors
Florida
$5.39K +$4.74K +35 +1,167%