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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
726
Stone House Investment Management
Pennsylvania
$51.4K +$47K +652 New
LB
727
Legacy Bridge
Iowa
$51.3K
FRA
728
Front Row Advisors
California
$51.1K +$46.7K +648 New
FIM
729
Fernwood Investment Management
Massachusetts
$46.9K +$42.8K +594 New
FP
730
Financial Perspectives
Minnesota
$45.7K
USB
731
Union Savings Bank
Connecticut
$45.4K
GRP
732
Global Retirement Partners
California
$44K +$3.6K +50 +10%
RTC
733
Riverview Trust Company
Washington
$42.9K +$39.2K +544 New
BTI
734
Blue Trust Inc
Georgia
$42K +$31.3K +434 +438%
MFC
735
Mechanics Financial Corp
Ohio
$40.9K
CFFP
736
Center for Financial Planning
Michigan
$40.8K -$10.8K -150 -22%
LS
737
Livforsakringsbolaget Skandia
Sweden
$40.3K
LFG
738
Larson Financial Group
Missouri
$40.3K +$36K +500 +4,545%
HI
739
Harbour Investments
Wisconsin
$40.1K -$1.66K -23 -4%
CA
740
Clearstead Advisors
Ohio
$39.9K -$1.37K -19 -3%
C
741
Covestor
United Kingdom
$38K -$46.5K -645 -57%
HIA
742
Harbor Investment Advisory
Maryland
$37.7K +$2.02K +28 +6%
SAM
743
Smartleaf Asset Management
Massachusetts
$37.5K +$18.5K +257 +114%
FFO
744
Fortitude Family Office
Arizona
$36.9K -$8.64K -120 -20%
DFA
745
DHJJ Financial Advisors
Illinois
$35.4K -$504 -7 -2%
VWM
746
Venturi Wealth Management
Texas
$34.1K +$12.8K +178 +70%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31.8K -$68.4K -950 -70%
BIA
748
Bell Investment Advisors
California
$31.7K
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$30.7K -$2.52K -35 -8%
JWA
750
JFS Wealth Advisors
Pennsylvania
$30.6K +$14.5K +201 +107%