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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
451
Asset Dedication LLC
California
$378
SHF
452
Safe Harbor Fiduciary
Florida
$376 +$226 +53 New
Kayne Anderson Rudnick Investment Management
453
Kayne Anderson Rudnick Investment Management
California
$348 +$209 +49 New
RWM
454
Raffa Wealth Management
District of Columbia
$333
GBT
455
Grove Bank & Trust
Florida
$312 +$188 +44 New
CA
456
Continuum Advisory
Idaho
$311
TLCM
457
Twin Lakes Capital Management
California
$303
CWM
458
Compass Wealth Management
Connecticut
$299
WIM
459
Westside Investment Management
California
$298
MSFP
460
Mark Sheptoff Financial Planning
Connecticut
$277
SL
461
Salomon & Ludwin
Virginia
$270
KB
462
Kimelman & Baird
New York
$242 -$26 -6 -15%
CTWM
463
Cherry Tree Wealth Management
Minnesota
$242
ANBT
464
American National Bank & Trust
Texas
$241
DWM
465
Dogwood Wealth Management
Kansas
$241 +$145 +34 New
GSEP
466
Golden State Equity Partners
California
$205 +$124 +29 New
IWP
467
IAG Wealth Partners
Wisconsin
$184
IA
468
IFS Advisors
Kansas
$184
HWM
469
HighMark Wealth Management
Minnesota
$178 +$107 +25 New
IA
470
IFP Advisors
Florida
$162 -$34.5K -8,075 -100%
PGAM
471
Princeton Global Asset Management
New Jersey
$149
WT
472
Whittier Trust
California
$149
SSB
473
Sandy Spring Bank
Maryland
$148 -$21.1K -4,942 -100%
OLVIG
474
Oliver Lagore Vanvalin Investment Group
Michigan
$128
TCM
475
Tradewinds Capital Management
Washington
$128