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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
901
Central Bank & Trust
Kentucky
$18K
FFWM
902
Future Financial Wealth Management
Ohio
$18K
TSW
903
Thompson Siegel & Walmsley
Virginia
$18K
CPFP
904
Clear Perspectives Financial Planning
Ohio
$18K +$16.3K +50 New
SIC
905
Salem Investment Counselors
North Carolina
$17K -$16.3K -50 -52%
BEI
906
Benjamin Edwards Inc
Missouri
$16K -$9.11K -28 -38%
BC
907
Burleson & Co
California
$16K -$325 -1 -2%
WT
908
Washington Trust
Rhode Island
$16K
OA
909
Operose Advisors
Wisconsin
$16K +$14.6K +45 New
GC
910
Gould Capital
Washington
$15K -$1.95K -6 -13%
ATC
911
Adirondack Trust Company
New York
$15K
CYG
912
Clean Yield Group
Vermont
$13K -$9.76K -30 -45%
PK
913
Pflug Koory
Nebraska
$13K +$11.4K +35 New
SC
914
Stephens Consulting
Michigan
$12.1K -$5.53K -17 -34%
KFS
915
Kelly Financial Services
Massachusetts
$12.1K
PFGIA
916
Patriot Financial Group Insurance Agency
Massachusetts
$12K
PCM
917
Penserra Capital Management
California
$11K
CAGAS
918
Capital Advisory Group Advisory Services
Minnesota
$10K +$9.11K +28 New
SFCL
919
Strengthening Families & Communities LLC
Massachusetts
$10K +$9.11K +28 New
Jones Financial Companies
920
Jones Financial Companies
Missouri
$9K -$5.86K -18 -43%
BAM
921
Baldrige Asset Management
Pennsylvania
$9K
MCM
922
MV Capital Management
Maryland
$9K
TIM
923
Tortoise Investment Management
New York
$9K
TSWM
924
Tyler-Stone Wealth Management
Ohio
$9K
HIIFS
925
Harel Insurance Investments & Financial Services
Israel
$8K -$1.95M -5,999 -100%