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Name Holding Trade Value Shares
Change
Change in
Stake
HI
726
Harbour Investments
Wisconsin
$40.2K -$1.05K -14 -2%
SIM
727
Sentry Investment Management
Wisconsin
$40K -$14.5K -194 -23%
CT
728
Caldwell Trust
Florida
$39.8K +$42.8K +572 New
LI
729
LRI Investments
Florida
$39.6K – – –
AAP
730
Arax Advisory Partners
Colorado
$39.4K -$15.5K -207 -27%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$38.4K -$44.3K -592 -52%
MWA
732
Medallion Wealth Advisors
Connecticut
$38.2K – – –
RTC
733
Riverview Trust Company
Washington
$37.8K -$898 -12 -2%
MFC
734
Mechanics Financial Corp
Ohio
$36K – – –
CFFP
735
Center for Financial Planning
Michigan
$36K – – –
MIFH
736
Migdal Insurance & Financial Holdings
Israel
$33K +$35.2K +470 New
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$32.7K +$10.3K +138 +42%
HIA
738
Harbor Investment Advisory
Maryland
$31.3K – – –
CAM
739
Costello Asset Management
Pennsylvania
$31.1K +$33.5K +447 New
DFA
740
DHJJ Financial Advisors
Illinois
$31.1K – – –
ABWM
741
Alpine Bank Wealth Management
Colorado
$29.1K +$31.3K +418 New
BIA
742
Bell Investment Advisors
California
$28K – – –
CAM
743
Close Asset Management
United Kingdom
$27K – – –
GXJ
744
Global X Japan
Japan
$26.5K +$15.6K +208 +120%
GSWM
745
Golden State Wealth Management
California
$25.9K – – –
SWM
746
Spire Wealth Management
Virginia
$25.4K -$7.78K -104 -22%
C
747
Covestor
United Kingdom
$25K +$9.88K +132 +61%
PWA
748
Physician Wealth Advisors
Utah
$24.4K – – –
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.9K -$3.44K -46 -12%
OSNBOA
750
Old Second National Bank of Aurora
Illinois
$23.1K -$524 -7 -2%