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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
726
Sentry Investment Management
Wisconsin
$40K -$14.5K -194 -23%
CT
727
Caldwell Trust
Florida
$39.8K +$42.8K +572 New
LI
728
LRI Investments
Florida
$39.6K
AAP
729
Arax Advisory Partners
Colorado
$39.4K -$15.5K -207 -27%
PFBT
730
Parkside Financial Bank & Trust
Missouri
$38.4K -$44.3K -592 -52%
MWA
731
Medallion Wealth Advisors
Connecticut
$38.2K
RTC
732
Riverview Trust Company
Washington
$37.8K -$898 -12 -2%
MFC
733
Mechanics Financial Corp
Ohio
$36K
CFFP
734
Center for Financial Planning
Michigan
$36K
MIFH
735
Migdal Insurance & Financial Holdings
Israel
$33K +$35.2K +470 New
CSPIA
736
Cary Street Partners Investment Advisory
Virginia
$32.7K +$10.3K +138 +42%
HIA
737
Harbor Investment Advisory
Maryland
$31.3K
CAM
738
Costello Asset Management
Pennsylvania
$31.1K +$33.5K +447 New
DFA
739
DHJJ Financial Advisors
Illinois
$31.1K
ABWM
740
Alpine Bank Wealth Management
Colorado
$29.1K +$31.3K +418 New
BIA
741
Bell Investment Advisors
California
$28K
CAM
742
Close Asset Management
United Kingdom
$27K
GXJ
743
Global X Japan
Japan
$26.5K +$15.6K +208 +120%
GSWM
744
Golden State Wealth Management
California
$25.9K
SWM
745
Spire Wealth Management
Virginia
$25.4K -$7.78K -104 -22%
C
746
Covestor
United Kingdom
$25K +$9.88K +132 +61%
PWA
747
Physician Wealth Advisors
Utah
$24.4K
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.9K -$3.44K -46 -12%
OSNBOA
749
Old Second National Bank of Aurora
Illinois
$23.1K -$524 -7 -2%
CB
750
Centennial Bank
Arkansas
$22.6K +$24.3K +325 New