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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
801
Allworth Financial
California
$91K +$12.5K +201 +15%
RPCONE
802
Retirement Planning Company of New England
Rhode Island
$91K +$96.1K +1,549 New
LAS
803
Lloyd Advisory Services
Georgia
$86K +$61K +983 +201%
MassMutual Private Wealth & Trust
804
MassMutual Private Wealth & Trust
Connecticut
$84K +$868 +14 +1%
PG
805
Proffitt & Goodson
Tennessee
$83K – – –
Smithfield Trust
806
Smithfield Trust
Pennsylvania
$82K – – –
OSNBOA
807
Old Second National Bank of Aurora
Illinois
$81K -$6.2K -100 -5%
IRC
808
Investors Research Corp
Georgia
$81K – – –
TCOV
809
Trust Company of Vermont
Vermont
$79K +$83.4K +1,344 New
MSFP
810
Mark Sheptoff Financial Planning
Connecticut
$77K +$48.9K +788 +150%
BFC
811
Bedel Financial Consulting
Indiana
$75K – – –
HFM
812
Hartford Financial Management
Connecticut
$73K +$19.2K +309 +33%
CG
813
Cutler Group
California
$73K +$77.1K +1,243 New
TFS
814
TrustCore Financial Services
Tennessee
$71K -$4.65K -75 -6%
AFIA
815
America First Investment Advisors
Nebraska
$71K – – –
BHWM
816
Beaird Harris Wealth Management
Texas
$71K +$75.4K +1,216 New
PB
817
Pinnacle Bancorp
Nebraska
$70K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K – – –
TD Private Client Wealth
819
TD Private Client Wealth
New York
$67.8K -$26.2K -423 -27%
AssetMark Inc
820
AssetMark Inc
California
$67K -$174K -2,802 -71%
TC
821
Trust Company
Kansas
$60K – – –
CCA
822
Column Capital Advisors
Indiana
$60K +$55.4K +893 +720%
CAM
823
CenterStar Asset Management
Illinois
$59K – – –
PP
824
PrairieView Partners
Minnesota
$59K – – –
AIM
825
Anchor Investment Management
South Carolina
$58.8K +$62K +1,000 New