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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
301
Hanson & Doremus Investment Management
Vermont
$83K -$8.91K -865 -9%
SWP
302
Stratos Wealth Partners
Ohio
$80K +$4.95K +481 +6%
IA
303
IFP Advisors
Florida
$76K
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$68K -$3.1K -301 -4%
CAGAS
305
Capital Advisory Group Advisory Services
Minnesota
$67K +$68.2K +6,625 New
APA
306
American Portfolios Advisors
New York
$61.2K +$4.12K +400 +7%
RE
307
RBC Europe
United Kingdom
$59.6K -$2.57K -250 -4%
BCP
308
Blackhawk Capital Partners
Wisconsin
$56K -$6.08K -590 -10%
ClearBridge Investments
309
ClearBridge Investments
New York
$49K -$103 -10 -0.2%
MWM
310
MinichMacGregor Wealth Management
New York
$49K
SPIA
311
Steward Partners Investment Advisory
New York
$49K +$51.4K +4,992 New
BA
312
Ballew Advisors
Mississippi
$48K +$49.6K +4,813 New
Bessemer Group
313
Bessemer Group
New Jersey
$38K +$39.4K +3,825 New
CA
314
Crewe Advisors
Utah
$36K
FCMT
315
Founders Capital Management (Texas)
Texas
$36K
MOS
316
MGO One Seven
Ohio
$36K
LWCFA
317
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K +$12.4K +1,200 +54%
SGAM
318
Smith Group Asset Management
Texas
$33K +$9.16K +890 +36%
RBC
319
Roble Belko & Company
Pennsylvania
$31K +$14.8K +1,435 +85%
OIA
320
OneDigital Investment Advisors
Kansas
$25K
WAM
321
Wealthspire Advisors (Maryland)
Maryland
$25K +$1.52K +148 +6%
AP
322
Atwood & Palmer
Missouri
$25K +$25.7K +2,500 New
PCIA
323
Prime Capital Investment Advisors
Kansas
$23K
HFP
324
Holistic Financial Partners
Indiana
$23K +$2.47K +240 +12%
RFC
325
Regions Financial Corp
Alabama
$22K -$4.06K -394 -15%