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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
826
Focused Wealth Management
New York
$36.6K – – –
AWM
827
AllSquare Wealth Management
New York
$35.6K – – –
CBT
828
Central Bank & Trust
Kentucky
$33.1K -$16.7K -77 -31%
ZB
829
Zions Bancorporation
Utah
$30.1K +$434 +2 +1%
DJSG
830
D.J. St. Germain
Massachusetts
$28.9K – – –
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.8K -$7.82K -36 -21%
MAM
832
Magellan Asset Management
Australia
$26.4K – – –
BLC
833
Brown, Lisle/Cummings
Rhode Island
$26K – – –
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$25.6K +$1.09K +5 +4%
FFA
835
Farther Finance Advisors
California
$24.1K +$13.7K +63 +107%
DMKJ
836
David M. Knott Jr
$24K – – –
BCM
837
BluePath Capital Management
Georgia
$23.6K +$26.1K +120 New
VAG
838
VisionPoint Advisory Group
Texas
$23.6K +$26.1K +120 New
CYG
839
Clean Yield Group
Vermont
$23.3K – – –
GWSA
840
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
Fuller & Thaler Asset Management
841
Fuller & Thaler Asset Management
California
$22.4K +$10.2K +47 +70%
CWC
842
Carolinas Wealth Consulting
North Carolina
$22.1K -$9.55K -44 -27%
C
843
Covestor
United Kingdom
$22K -$869 -4 -4%
JWA
844
JFS Wealth Advisors
Pennsylvania
$20.7K +$10.2K +47 +81%
CT
845
Caldwell Trust
Florida
$20.1K – – –
BCM
846
Blume Capital Management
California
$19.7K – – –
CB
847
Community Bank
New York
$19.7K – – –
DSC
848
Duncker Streett & Co
Missouri
$19.7K – – –
UB
849
UMB Bank
Missouri
$19.3K – – –
FMP
850
Financial Management Professionals
Texas
$19K +$434 +2 +2%