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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
801
Center for Financial Planning
Michigan
$168K
SAM
802
S.A. Mason
Michigan
$168K +$178K +636 New
CF
803
Centaurus Financial
California
$156K -$6.73K -24 -4%
VNA
804
Valley National Advisers
Pennsylvania
$152K +$4.49K +16 +3%
CFD
805
Creative Financial Designs
Indiana
$152K
CFGS
806
Concourse Financial Group Securities
Alabama
$150K -$17.4K -62 -10%
CG
807
Cutler Group
California
$149K +$159K +569 New
HFM
808
Harvest Fund Management
China
$147K -$52.1K -186 -25%
JWM
809
Janiczek Wealth Management
Colorado
$146K -$13.5K -48 -8%
CP
810
Castleview Partners
Texas
$145K
CA
811
Clearstead Advisors
Ohio
$142K +$68.7K +245 +83%
SIA
812
Sit Investment Associates
Minnesota
$140K
EWM
813
Evermay Wealth Management
Virginia
$133K +$5.05K +18 +4%
WT
814
Washington Trust
Rhode Island
$132K -$32.2K -115 -19%
GBT
815
Grove Bank & Trust
Florida
$132K -$3.36K -12 -2%
NCM
816
Northwest Capital Management
Oregon
$131K
SWM
817
Spire Wealth Management
Virginia
$124K +$3.64K +13 +3%
Capstone Investment Advisors
818
Capstone Investment Advisors
New York
$119K +$26.6K +95 +27%
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$110K
SCM
820
Silvant Capital Management
Georgia
$109K
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$19.6K -70 -14%
HFM
822
Hartford Financial Management
Connecticut
$109K
AA
823
Alta Advisers
United Kingdom
$105K
DMBA
824
Deseret Mutual Benefit Administrators
Utah
$99.3K -$70.6K -252 -40%
PK
825
Pflug Koory
Nebraska
$97.2K +$103K +369 New