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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
676
Front Row Advisors
California
$43.5K +$282 +4 +0.6%
LB
677
Legacy Bridge
Iowa
$43.3K – – –
FFO
678
Fortitude Family Office
Arizona
$41.1K +$10.4K +148 +32%
SHIM
679
Stone House Investment Management
Pennsylvania
$40.7K -$2.89K -41 -6%
SAM
680
Smartleaf Asset Management
Massachusetts
$40.3K +$8.81K +125 +26%
LI
681
LRI Investments
Florida
$39.9K +$37.8K +536 +851%
FP
682
Financial Perspectives
Minnesota
$38.7K – – –
USB
683
Union Savings Bank
Connecticut
$38.3K – – –
MPWT
684
MassMutual Private Wealth & Trust
Connecticut
$37.9K +$12.6K +179 +46%
ZB
685
Zions Bancorporation
Utah
$36.7K -$18K -255 -32%
RTC
686
Riverview Trust Company
Washington
$36.3K – – –
AssetMark Inc
687
AssetMark Inc
California
$35.1K +$35.7K +506 +2,530%
MFC
688
Mechanics Financial Corp
Ohio
$34.5K – – –
CFFP
689
Center for Financial Planning
Michigan
$34.5K – – –
LS
690
Livforsakringsbolaget Skandia
Sweden
$34.1K – – –
HIA
691
Harbor Investment Advisory
Maryland
$30K -$1.97K -28 -6%
TFF
692
The Family Firm
Maryland
$30K +$31.7K +450 New
DFA
693
DHJJ Financial Advisors
Illinois
$29.8K -$141 -2 -0.4%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.9K – – –
BIA
695
Bell Investment Advisors
California
$26.8K – – –
MCM
696
Manchester Capital Management
Vermont
$25K +$2.47K +35 +10%
IC
697
Innealta Capital
Texas
$25K +$26.4K +375 New
VWM
698
Venturi Wealth Management
Texas
$24.9K -$4.09K -58 -13%
SWM
699
Spire Wealth Management
Virginia
$24.2K +$2.47K +35 +11%
C
700
Covestor
United Kingdom
$24K -$8.74K -124 -26%