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Name Holding Trade Value Shares
Change
Change in
Stake
LB
676
Legacy Bridge
Iowa
$43.3K
FFO
677
Fortitude Family Office
Arizona
$41.1K +$10.4K +148 +32%
SHIM
678
Stone House Investment Management
Pennsylvania
$40.7K -$2.89K -41 -6%
SAM
679
Smartleaf Asset Management
Massachusetts
$40.3K +$8.81K +125 +26%
LI
680
LRI Investments
Florida
$39.9K +$37.8K +536 +851%
FP
681
Financial Perspectives
Minnesota
$38.7K
USB
682
Union Savings Bank
Connecticut
$38.3K
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$37.9K +$12.6K +179 +46%
ZB
684
Zions Bancorporation
Utah
$36.7K -$18K -255 -32%
RTC
685
Riverview Trust Company
Washington
$36.3K
AssetMark Inc
686
AssetMark Inc
California
$35.1K +$35.7K +506 +2,530%
MFC
687
Mechanics Financial Corp
Ohio
$34.5K
CFFP
688
Center for Financial Planning
Michigan
$34.5K
LS
689
Livforsakringsbolaget Skandia
Sweden
$34.1K
HIA
690
Harbor Investment Advisory
Maryland
$30K -$1.97K -28 -6%
TFF
691
The Family Firm
Maryland
$30K +$31.7K +450 New
DFA
692
DHJJ Financial Advisors
Illinois
$29.8K -$141 -2 -0.4%
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.9K
BIA
694
Bell Investment Advisors
California
$26.8K
MCM
695
Manchester Capital Management
Vermont
$25K +$2.47K +35 +10%
IC
696
Innealta Capital
Texas
$25K +$26.4K +375 New
VWM
697
Venturi Wealth Management
Texas
$24.9K -$4.09K -58 -13%
SWM
698
Spire Wealth Management
Virginia
$24.2K +$2.47K +35 +11%
C
699
Covestor
United Kingdom
$24K -$8.74K -124 -26%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$23.4K -$141 -2 -0.6%