Name Holding Trade Value Shares
Change
Change in
Stake
SGK
576
Steigerwald Gordon & Koch
Virginia
$472 +$634 +36 New
GLF
577
Groupe la Francaise
France
$460 – – –
GJIA
578
Glass Jacobson Investment Advisors
Maryland
$447 – – –
SWIM
579
Smallwood Wealth Investment Management
New Jersey
$432 -$264 -15 -31%
PFSC
580
Peoples Financial Services Corp
Pennsylvania
$432 – – –
SMBT
581
Southern Michigan Bank & Trust
Michigan
$420 +$563 +32 New
TPWA
582
Twin Peaks Wealth Advisors
California
$420 +$563 +32 New
GBT
583
Grove Bank & Trust
Florida
$407 -$14.1K -800 -96%
RP
584
Raelipskie Partnership
Ontario, Canada
$394 – – –
TIM
585
Thompson Investment Management
Wisconsin
$394 – – –
CFSG
586
Community Financial Services Group
Vermont
$386 +$528 +30 New
PCFFS
587
Pacific Center for Financial Services
California
$381 +$229 +13 +81%
RTL
588
Red Tortoise LLC
Georgia
$380 – – –
TCM
589
TD Capital Management
Tennessee
$367 +$493 +28 New
3FI
590
3 Factor Indexing
California
$342 +$458 +26 New
BW
591
Basepoint Wealth
Iowa
$341 – – –
DFA
592
DHJJ Financial Advisors
Illinois
$328 – – –
PSB
593
Piscataqua Savings Bank
New Hampshire
$327 – – –
HI
594
Hoey Investments
Pennsylvania
$315 – – –
SRCM
595
Signature Resources Capital Management
California
$315 – – –
CC
596
Corsicana & Co
Texas
$314 – – –
Vanguard Advisers Inc
597
Vanguard Advisers Inc
Pennsylvania
$302 +$405 +23 New
CFP
598
Comprehensive Financial Planning
Pennsylvania
$301 – – –
SWP
599
SIMA Wealth Partners
Virginia
$276 – – –
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$265 +$229 +13 +260%