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Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
776
Klaas Financial Asset Advisors
Illinois
$42K +$693 +13 +2%
EWM
777
Evermay Wealth Management
Virginia
$42K +$40.5K +760 New
PCG
778
Private Capital Group
Connecticut
$41K
HWMA
779
Heritage Wealth Management (Arizona)
Arizona
$40K
ADL
780
Asset Dedication LLC
California
$40K +$39.4K +740 New
TWA
781
TCI Wealth Advisors
Arizona
$39K +$7.62K +143 +26%
BDWM
782
Brewin Dolphin Wealth Management
Ireland
$38.7K
IHWM
783
Iron Horse Wealth Management
Iowa
$38K
OC
784
Oakworth Capital
Alabama
$38K
CTB
785
Country Trust Bank
Illinois
$35K
TFO
786
Tarbox Family Office
California
$35K
SFPG
787
Stonebridge Financial Planning Group
Florida
$34K
CHC
788
City Holding Co
West Virginia
$33K
BC
789
Burleson & Co
California
$32K
SBL
790
Sargent Bickham Lagudis
Colorado
$32K
Loomis, Sayles & Company
791
Loomis, Sayles & Company
Massachusetts
$31K +$10.1K +190 +51%
GAM
792
Gemmer Asset Management
California
$30K
CWA
793
Clearview Wealth Advisors
Oregon
$29K +$479 +9 +2%
MSFP
794
Mark Sheptoff Financial Planning
Connecticut
$29K +$6.66K +125 +31%
CWP
795
Concord Wealth Partners
Virginia
$28K
RG
796
Retirement Group
California
$28K
CC
797
Corsicana & Co
Texas
$28K +$26.6K +500 New
FDCDDQ
798
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K -$20.7K -388 -44%
AA
799
Ancora Advisors
Ohio
$27K
CFO
800
CVA Family Office
Colorado
$27K