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Name Holding Trade Value Shares
Change
Change in
Stake
KA
676
Kaizen Advisory
Illinois
$43K +$2.48K +42 +5%
OC
677
Oakworth Capital
Alabama
$43K +$49.1K +830 New
RE
678
RBC Europe
United Kingdom
$41.4K – – –
YWP
679
YorkBridge Wealth Partners
New York
$41K +$532 +9 +1%
CAM
680
Cresset Asset Management
Illinois
$41K +$45.8K +774 New
CIAS
681
Capital Investment Advisory Services
North Carolina
$39K +$44.3K +750 New
Carson Wealth (CWM LLC)
682
Carson Wealth (CWM LLC)
Nebraska
$38K -$8.87K -150 -17%
LWANC
683
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K +$43K +728 New
IFAM
684
Institutional & Family Asset Management
Colorado
$36K – – –
BL
685
Balentine LLC
Georgia
$33K – – –
CAC
686
Certified Advisory Corp
Florida
$32K +$59 +1 +0.2%
AssetMark Inc
687
AssetMark Inc
California
$32K +$30.9K +523 +575%
SSB
688
Sandy Spring Bank
Maryland
$31K – – –
LWCFA
689
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$29.6K +500 New
HDIM
690
Hanson & Doremus Investment Management
Vermont
$28K – – –
SFSIG
691
San Francisco Sentry Investment Group
California
$27K -$3.96K -67 -12%
CAW
692
Cornerstone Advisors (Washington)
Washington
$27K +$3.07K +52 +11%
CA
693
Claro Advisors
Massachusetts
$27K +$25.5K +431 New
LC
694
Lindbrook Capital
California
$27K +$31.4K +532 New
EWM
695
Endurance Wealth Management
Rhode Island
$26K – – –
WEC
696
Winslow Evans & Crocker
Massachusetts
$26K – – –
NSB
697
Norway Savings Bank
Maine
$26K +$8.87K +150 +43%
MWA
698
Meridian Wealth Advisors
Texas
$26K +$29.6K +500 New
PB
699
Pinnacle Bancorp
Nebraska
$26K +$29.6K +500 New
HI
700
Human Investing
Oregon
$26K +$29.8K +504 New