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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
776
Rockbridge Investment Management
New York
$46K – – –
ADL
777
Asset Dedication LLC
California
$45K – – –
KFAA
778
Klaas Financial Asset Advisors
Illinois
$44K +$699 +13 +2%
PCG
779
Private Capital Group
Connecticut
$43K – – –
CTB
780
Country Trust Bank
Illinois
$43K +$6.72K +125 +20%
HWMA
781
Heritage Wealth Management (Arizona)
Arizona
$42K – – –
TWA
782
TCI Wealth Advisors
Arizona
$41K +$645 +12 +2%
BDWM
783
Brewin Dolphin Wealth Management
Ireland
$40.4K – – –
OC
784
Oakworth Capital
Alabama
$40K – – –
TCWM
785
Total Clarity Wealth Management
Illinois
$40K +$36.7K +682 New
Koshinski Asset Management
786
Koshinski Asset Management
Illinois
$39.4K +$36.5K +680 New
GI
787
Gradient Investments
Minnesota
$38K -$6.45K -120 -15%
SFPG
788
Stonebridge Financial Planning Group
Florida
$38K – – –
TFO
789
Tarbox Family Office
California
$37K – – –
BAM
790
Bellevue Asset Management
Washington
$36K +$7.74K +144 +31%
CHC
791
City Holding Co
West Virginia
$35K – – –
SA
792
SRH Advisors
Kansas
$35K +$21.5K +400 +203%
JCM
793
Jacobi Capital Management
Pennsylvania
$35K +$22.5K +418 +221%
SWM
794
Sugarloaf Wealth Management
Georgia
$34K -$20.6K -384 -40%
BC
795
Burleson & Co
California
$34K – – –
SBL
796
Sargent Bickham Lagudis
Colorado
$34K – – –
EWM
797
Evermay Wealth Management
Virginia
$32K -$10.7K -200 -26%
GAM
798
Gemmer Asset Management
California
$32K +$591 +11 +2%
EI
799
Ellevest Inc
New York
$32K +$7.96K +148 +37%
CWA
800
Clearview Wealth Advisors
Oregon
$31K +$537 +10 +2%