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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
626
IMA Advisory Services
Colorado
$12K – – –
GAM
627
Gemmer Asset Management
California
$12K +$668 +24 +6%
BAM
628
Bellevue Asset Management
Washington
$12K +$1.25K +45 +11%
HIA
629
Harbor Investment Advisory
Maryland
$12K +$5.51K +198 +80%
AA
630
Advisory Alpha
Michigan
$12K +$11.9K +428 New
AWA
631
Arkadios Wealth Advisors
Georgia
$11.9K +$11.1K +400 New
APA
632
American Portfolios Advisors
New York
$11K -$68.3K -2,452 -85%
TIM
633
Tortoise Investment Management
New York
$11K +$362 +13 +3%
EI
634
Ellevest Inc
New York
$11K +$4.62K +166 +69%
FHC
635
First Horizon Corporation
Tennessee
$11K +$12.3K +443 New
BDWM
636
Brewin Dolphin Wealth Management
Ireland
$10.4K +$11.1K +400 New
KFS
637
Kelly Financial Services
Massachusetts
$10.2K – – –
FHA
638
Flagship Harbor Advisors
Massachusetts
$10K -$130K -4,657 -92%
LC
639
Lindbrook Capital
California
$10K -$24.2K -868 -69%
CB
640
Community Bank
New York
$10K – – –
CCM
641
Covington Capital Management
California
$10K – – –
MSFP
642
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
SCM
643
Silvant Capital Management
Georgia
$10K – – –
MF
644
Manchester Financial
California
$10K +$111 +4 +1%
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$10K +$1.78K +64 +21%
FDCDDQ
646
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.12K – – –
1IA
647
1834 Investment Advisors
Wisconsin
$9K – – –
CCA
648
Column Capital Advisors
Indiana
$9K – – –
CFN
649
Cordasco Financial Network
Florida
$8K – – –
DAM
650
Delta Asset Management
Tennessee
$8K – – –
24 25
26
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