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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mascoma Wealth Management
New Hampshire
$3.01K
Bessemer Group
302
Bessemer Group
New Jersey
$3K -$6.25K -301 -65%
GKIM
303
GW&K Investment Management
Massachusetts
$3K
PS
304
Principal Securities
Iowa
$2.71K +$415 +20 +17%
PMFA
305
Plante Moran Financial Advisors
Michigan
$2.42K
AAS
306
Ameritas Advisory Services
Nebraska
$2.25K +$2.33K +112 New
S
307
Sachetta
Massachusetts
$2.07K +$872 +42 +69%
CAM
308
Costello Asset Management
Pennsylvania
$2.01K
MYIA
309
Mount Yale Investment Advisors
Colorado
$2.01K +$2.08K +100 New
VCM
310
Versant Capital Management
Arizona
$1.95K -$1.43K -69 -42%
PWA
311
Physician Wealth Advisors
Utah
$1.91K +$1.97K +95 New
CWM
312
CarsonAllaria Wealth Management
Illinois
$1.88K +$21 +1 +1%
TIM
313
Tortoise Investment Management
New York
$1.75K
EP
314
Essential Partners
California
$1.67K +$1.72K +83 New
GCM
315
Gables Capital Management
Florida
$1.65K
KFI
316
Key Financial Inc
Pennsylvania
$1.51K
AAP
317
Arax Advisory Partners
Colorado
$1.31K +$976 +47 +261%
BFS
318
Bare Financial Services
Pennsylvania
$1.27K +$1.31K +63 New
SC
319
SouthState Corp
Florida
$1.21K -$5.59K -269 -82%
RA
320
Ransom Advisory
Rhode Island
$1.06K
HI
321
Horizon Investments
North Carolina
$1.04K
AAG
322
Armstrong Advisory Group
Massachusetts
$1.02K +$1.06K +51 New
SHIM
323
Stone House Investment Management
Pennsylvania
$1K +$1.04K +50 New
SO
324
Sierra Ocean
California
$924 -$3.26K -157 -77%
BIA
325
Bell Investment Advisors
California
$864 -$1.5K -72 -63%