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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Sugarloaf Wealth Management
Georgia
$19K -$19.4K -1,732 -50%
HIA
652
Harbor Investment Advisory
Maryland
$19K +$11.2K +1,000 +133%
TF
653
TimeScale Financial
Massachusetts
$18K -$2.21K -197 -11%
SCM
654
Silvant Capital Management
Georgia
$18K
AIP
655
Ahrens Investment Partners
Louisiana
$17K -$10.1K -902 -36%
NSIM
656
North Star Investment Management
Illinois
$17K -$2.08K -185 -11%
RTC
657
Riverview Trust Company
Washington
$17K
EBA
658
Eagle Bay Advisors
New York
$16.8K +$17.2K +1,536 New
COCM
659
Charter Oak Capital Management
New Hampshire
$16K
WWM
660
Wolff Wiese Magana
California
$16K
BWL
661
Bogart Wealth LLC
Virginia
$16K +$16.8K +1,500 New
ST
662
Smithfield Trust
Pennsylvania
$15K
CB
663
Community Bank
New York
$15K +$2.81K +250 +22%
BHWM
664
Beaird Harris Wealth Management
Texas
$15K +$12K +1,068 +391%
HFM
665
Harvest Fund Management
China
$14K
GTAM
666
Global Trust Asset Management
Florida
$13K
Loomis, Sayles & Company
667
Loomis, Sayles & Company
Massachusetts
$13K +$1.2K +107 +9%
VVP
668
Venture Visionary Partners
Ohio
$12.5K +$12.8K +1,143 New
MCC
669
Money Concepts Capital
Florida
$12K -$70.6K -6,295 -85%
SIC
670
Salem Investment Counselors
North Carolina
$12K
ZB
671
Zions Bancorporation
Utah
$12K +$4.07K +363 +52%
GIA
672
GHP Investment Advisors
Colorado
$12K +$11.9K +1,061 +2,257%
CCM
673
Covington Capital Management
California
$12K +$12.5K +1,110 +4,826%
CFD
674
Creative Financial Designs
Indiana
$11K -$18.4K -1,638 -61%
JMF
675
Johnson Midwest Financial
Iowa
$11K +$247 +22 +2%