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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
2151
United Community Bank
South Carolina
$88.3K +$41.2K +405 +76%
DAM
2152
Delta Asset Management
Tennessee
$87.7K -$407 -4 -0.4%
HIIFS
2153
Harel Insurance Investments & Financial Services
Israel
$84K -$918K -9,021 -91%
TIM
2154
Thompson Investment Management
Wisconsin
$78.3K +$29K +285 +52%
CSWM
2155
Cassady Schiller Wealth Management
Ohio
$77.3K +$9.26K +91 +12%
GC
2156
Gould Capital
Washington
$77.2K +$9.66K +95 +13%
RA
2157
Rational Advisors
New York
$77.2K -$2.35M -23,082 -97%
C
2158
Covestor
United Kingdom
$77K +$28.5K +280 +51%
AWM
2159
Abound Wealth Management
Tennessee
$77K -$5.59K -55 -6%
IGWM
2160
ICA Group Wealth Management
Colorado
$76K +$17.7K +174 +27%
MRCM
2161
M&R Capital Management
New Jersey
$75.7K
MCA
2162
Maryland Capital Advisors
Maryland
$75.2K
PCC
2163
Park Circle Company
Maryland
$75.2K
TIM
2164
Tortoise Investment Management
New York
$71.2K -$10.8K -106 -12%
CA
2165
Centerpoint Advisors
Massachusetts
$71K
HDIM
2166
Hanson & Doremus Investment Management
Vermont
$68K -$23.1K -227 -24%
GFPC
2167
Global Financial Private Client
Florida
$67.3K -$1.63K -16 -2%
GKIM
2168
GW&K Investment Management
Massachusetts
$67K +$11.6K +114 +19%
SIS
2169
Sound Income Strategies
Florida
$65.8K +$2.65K +26 +4%
SOAMC
2170
Spirit of America Management Corp
New York
$65.8K
RFA
2171
Register Financial Advisors
Georgia
$65.8K +$71.2K +700 New
MAM
2172
Meeder Asset Management
Ohio
$63.4K -$994K -9,768 -94%
CA
2173
Continuum Advisory
Idaho
$60.4K +$65.8K +647 New
DF
2174
DecisionPoint Financial
Arizona
$60.2K
SC
2175
Stephens Consulting
Michigan
$60.1K -$5.09K -50 -7%