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Name Holding Trade Value Shares
Change
Change in
Stake
MF
651
Manchester Financial
California
$27K
BL
652
Balentine LLC
Georgia
$23K +$22.8K +118 New
CA
653
Clearstead Advisors
Ohio
$21K
SIAS
654
Shine Investment Advisory Services
Colorado
$21K
AWM
655
Avior Wealth Management
Nebraska
$21K +$193 +1 +0.9%
PO
656
Private Ocean
California
$20K
CH
657
Canton Hathaway
Rhode Island
$19K
FANJ
658
Financial Architects (New Jersey)
New Jersey
$19K
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
CCMW
660
Cypress Capital Management (Wyoming)
Wyoming
$18K
GI
661
Gradient Investments
Minnesota
$17K -$8.64M -44,761 -100%
PFBT
662
Parkside Financial Bank & Trust
Missouri
$17K -$14.5K -75 -45%
CI
663
CX Institutional
Indiana
$17K +$13.7K +71 +355%
ST
664
Smithfield Trust
Pennsylvania
$16K +$15.2K +79 New
MA
665
Modus Advisors
Minnesota
$16K +$16K +83 New
CT
666
Caldwell Trust
Florida
$15.5K
EARNEST Partners
667
EARNEST Partners
Georgia
$15K
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$15K +$965 +5 +7%
WAS
669
Winch Advisory Services
Wisconsin
$14K +$193 +1 +1%
PB
670
Pinnacle Bancorp
Nebraska
$12K
EI
671
Ellevest Inc
New York
$12K +$7.33K +38 +158%
CWM
672
Campbell Wealth Management
Virginia
$12K +$11.6K +60 New
FHA
673
Flagship Harbor Advisors
Massachusetts
$11K
CCA
674
Column Capital Advisors
Indiana
$10K
M
675
Mirova
France
$10K