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Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
776
St. Johns Investment Management
Florida
$45K – – –
GI
777
Gradient Investments
Minnesota
$44K – – –
KFAA
778
Klaas Financial Asset Advisors
Illinois
$42K +$693 +13 +2%
EWM
779
Evermay Wealth Management
Virginia
$42K +$40.5K +760 New
PCG
780
Private Capital Group
Connecticut
$41K – – –
HWMA
781
Heritage Wealth Management (Arizona)
Arizona
$40K – – –
ADL
782
Asset Dedication LLC
California
$40K +$39.4K +740 New
TWA
783
TCI Wealth Advisors
Arizona
$39K +$7.62K +143 +26%
BDWM
784
Brewin Dolphin Wealth Management
Ireland
$38.7K – – –
IHWM
785
Iron Horse Wealth Management
Iowa
$38K – – –
OC
786
Oakworth Capital
Alabama
$38K – – –
CTB
787
Country Trust Bank
Illinois
$35K – – –
TFO
788
Tarbox Family Office
California
$35K – – –
SFPG
789
Stonebridge Financial Planning Group
Florida
$34K – – –
CHC
790
City Holding Co
West Virginia
$33K – – –
BC
791
Burleson & Co
California
$32K – – –
SBL
792
Sargent Bickham Lagudis
Colorado
$32K – – –
Loomis, Sayles & Company
793
Loomis, Sayles & Company
Massachusetts
$31K +$10.1K +190 +51%
GAM
794
Gemmer Asset Management
California
$30K – – –
CWA
795
Clearview Wealth Advisors
Oregon
$29K +$479 +9 +2%
MSFP
796
Mark Sheptoff Financial Planning
Connecticut
$29K +$6.66K +125 +31%
CWP
797
Concord Wealth Partners
Virginia
$28K – – –
RG
798
Retirement Group
California
$28K – – –
CC
799
Corsicana & Co
Texas
$28K +$26.6K +500 New
FDCDDQ
800
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K -$20.7K -388 -44%