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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
401
GHP Investment Advisors
Colorado
$7K
BIA
402
Bell Investment Advisors
California
$7K +$7.01K +100 New
TCOV
403
Trust Company of Vermont
Vermont
$7K +$7.01K +100 New
CA
404
Crewe Advisors
Utah
$7K +$7.65K +109 New
OAJ
405
Ogorek Anthony Joseph
New York
$6K +$6.94K +99 +1,650%
Loomis, Sayles & Company
406
Loomis, Sayles & Company
Massachusetts
$5K -$1.33K -19 -19%
BCM
407
Blume Capital Management
California
$5K
UB
408
UMB Bank
Missouri
$5K
WTA
409
Washington Trust Advisors
Massachusetts
$4K -$2.1K -30 -33%
CWP
410
Concord Wealth Partners
Virginia
$4K
CFB
411
Cullen/Frost Bankers
Texas
$4K
EARNEST Partners
412
EARNEST Partners
Georgia
$4K
GWS
413
Glassman Wealth Services
Virginia
$4K
WAS
414
Winch Advisory Services
Wisconsin
$4K
GRP
415
Global Retirement Partners
California
$4K +$281 +4 +7%
MBFW
416
Morton Brown Family Wealth
Pennsylvania
$4K +$3.72K +53 New
CT
417
Cambridge Trust
Massachusetts
$4K +$4.77K +68 New
RIM
418
Rockbridge Investment Management
New York
$3.9K
LWANC
419
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
TH
420
TCTC Holdings
Texas
$3K
JWM
421
Janiczek Wealth Management
Colorado
$2K
KFI
422
Key Financial Inc
Pennsylvania
$2K
NFSG
423
Newbridge Financial Services Group
Florida
$2K
PCG
424
Private Capital Group
Connecticut
$2K
QC
425
Quent Capital
New York
$2K