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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
676
Sequoia Financial Advisors
Ohio
$299K +$311K +1,068 New
WPC
677
White Pine Capital
Minnesota
$295K +$307K +1,054 New
SIM
678
Sentry Investment Management
Wisconsin
$295K +$6.71K +23 +2%
MMG
679
Monetary Management Group
Missouri
$294K -$29.2K -100 -9%
WOC
680
West Oak Capital
California
$293K – – –
IA
681
Inspire Advisors
Idaho
$293K +$6.42K +22 +2%
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K – – –
SC
683
Slow Capital
California
$289K – – –
OIA
684
OneDigital Investment Advisors
Kansas
$288K +$39.7K +136 +15%
HL
685
HeadInvest LLC
Maine
$287K -$22.7K -78 -7%
PBC
686
Pavion Blue Capital
California
$280K – – –
EWA
687
Etesian Wealth Advisors
Oregon
$280K +$292K +1,000 New
SS
688
Simplicity Solutions
Minnesota
$279K +$44.3K +152 +18%
HKIMG
689
Hutchens & Kramer Investment Management Group
Indiana
$279K -$1.75K -6 -0.6%
Fisher Asset Management
690
Fisher Asset Management
Washington
$279K -$22.2K -76 -7%
AWE
691
Avidian Wealth Enterprises
Texas
$277K +$14.6K +50 +5%
FCMT
692
Founders Capital Management (Texas)
Texas
$276K – – –
TCOV
693
Trust Company of Vermont
Vermont
$275K – – –
DT
694
Diversified Trust
Tennessee
$273K +$77.6K +266 +38%
WS
695
Wedbush Securities
California
$272K +$30K +103 +12%
S
696
SimplyRich
California
$271K – – –
SCM
697
Shelton Capital Management
Colorado
$270K – – –
SFG
698
Sovereign Financial Group
Connecticut
$269K +$4.96K +17 +2%
FDCDDQ
699
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K – – –
TVWM
700
Tower View Wealth Management
Wisconsin
$262K +$31.2K +107 +13%