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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Evermay Wealth Management
Virginia
$83.7K
ITIM
652
Indiana Trust & Investment Management
Indiana
$80.4K
SIM
653
Sentry Investment Management
Wisconsin
$79K -$7.38K -127 -10%
VAG
654
VisionPoint Advisory Group
Texas
$76K +$4.88K +84 +8%
C
655
Covestor
United Kingdom
$76K +$13.5K +232 +26%
LC
656
Lindbrook Capital
California
$74.7K +$10.6K +182 +20%
GIA
657
GHP Investment Advisors
Colorado
$74.5K -$5.75K -99 -8%
OLVIG
658
Oliver Lagore Vanvalin Investment Group
Michigan
$73K -$9.99K -172 -14%
PMFA
659
Plante Moran Financial Advisors
Michigan
$70.9K
NFA
660
Northwest Financial Advisors
Virginia
$69.4K +$60.2K +1,036 New
PCMC
661
Planning Capital Management Corporation
Pennsylvania
$57.5K +$49.9K +859 New
CTC
662
Central Trust Company
Missouri
$54.2K
ZB
663
Zions Bancorporation
Utah
$54K
ST
664
Smithfield Trust
Pennsylvania
$53K
BAM
665
Bellevue Asset Management
Washington
$51.8K -$38.9K -670 -46%
PA
666
Parallel Advisors
California
$50.8K -$16K -275 -27%
CFFP
667
Center for Financial Planning
Michigan
$44.7K
BGAI
668
Bruce G. Allen Investments
Colorado
$43.9K +$38K +655 New
LB
669
Legacy Bridge
Iowa
$43.5K
AF
670
Allworth Financial
California
$42.5K -$5.63K -97 -13%
EC
671
EntryPoint Capital
New York
$40.5K +$35.1K +604 New
AA
672
AlphaMark Advisors
Kentucky
$40K -$6.39K -110 -16%
FFO
673
Fortitude Family Office
Arizona
$39.4K +$34.2K +588 New
CA
674
Clearstead Advisors
Ohio
$39K -$7.9K -136 -19%
FP
675
Financial Perspectives
Minnesota
$38.8K