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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1351
Plante Moran Financial Advisors
Michigan
$162K – – –
WPA
1352
West Paces Advisors
Georgia
$159K – – –
Capstone Investment Advisors
1353
Capstone Investment Advisors
New York
$158K -$686K -9,280 -83%
Loomis, Sayles & Company
1354
Loomis, Sayles & Company
Massachusetts
$152K -$10.3K -140 -7%
HC
1355
Hoese & Co
Minnesota
$152K – – –
HGERS
1356
Householder Group Estate & Retirement Specialist
Arizona
$147K -$5.17K -70 -4%
NIMI
1357
Natixis Investment Managers International
France
$143K -$18.5K -250 -13%
GWSG
1358
GPS Wealth Strategies Group
Colorado
$140K -$15.5K -210 -11%
TF
1359
Tompkins Financial
New York
$139K – – –
NS
1360
NBC Securities
Alabama
$130K -$1.48K -20 -1%
HDIM
1361
Hanson & Doremus Investment Management
Vermont
$129K – – –
EFP
1362
EnRich Financial Partners
Wisconsin
$125K +$112K +1,520 New
HIIFS
1363
Harel Insurance Investments & Financial Services
Israel
$122K – – –
BAM
1364
Byrne Asset Management
New Jersey
$121K -$1.48K -20 -1%
WBC
1365
West Branch Capital
Massachusetts
$115K – – –
ADL
1366
Asset Dedication LLC
California
$110K – – –
PPA
1367
Painted Porch Advisors
California
$110K +$98.3K +1,330 New
CT
1368
Colonial Trust
South Carolina
$106K – – –
SN
1369
Sittner & Nelson
Oregon
$105K – – –
HWA
1370
Heritage Wealth Advisors
Virginia
$103K – – –
PSB
1371
Piscataqua Savings Bank
New Hampshire
$101K – – –
SVCP
1372
Silicon Valley Capital Partners
California
$94.9K +$73.9K +1,000 +667%
OCM
1373
Orion Capital Management
California
$91.5K – – –
LWM
1374
Liberty Wealth Management
California
$91K +$81.3K +1,100 New
BCWM
1375
Bartlett & Co Wealth Management
Ohio
$87.4K +$41.4K +560 +112%