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Name Holding Trade Value Shares
Change
Change in
Stake
PP
826
PFS Partners
New Jersey
$104K – – –
VWM
827
Valley Wealth Managers
New Jersey
$103K – – –
CTC
828
Central Trust Company
Missouri
$103K -$48.2K -1,096 -34%
ADL
829
Asset Dedication LLC
California
$100K -$4.4K -100 -5%
GG
830
Gleason Group
Kentucky
$95.9K – – –
TFGT
831
TS Financial Group (TSFG)
Illinois
$93K -$18K -410 -17%
PP
832
Peconic Partners
New York
$92.5K – – –
BCMLT
833
Beacon Capital Management LLC (Tennessee)
Tennessee
$89.3K – – –
SCA
834
Stonebridge Capital Advisors
Minnesota
$88.7K – – –
MA
835
MCF Advisors
Kentucky
$88.2K – – –
RA
836
Rise Advisors
New York
$87K -$1.32K -30 -2%
TIM
837
Tortoise Investment Management
New York
$86.4K – – –
AWM
838
Abound Wealth Management
Tennessee
$86.3K – – –
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84.1K -$63.4K -1,440 -45%
EWM
840
Evermay Wealth Management
Virginia
$81.5K +$39.6K +900 +113%
PAI
841
Pittenger & Anderson Inc
Nebraska
$78.1K +$2.2K +50 +3%
NL
842
NVWM LLC
Pennsylvania
$77.7K – – –
Bank Julius Baer & Co
843
Bank Julius Baer & Co
Switzerland
$77K +$63.3K +1,439 +899%
SIMG
844
Stephens Investment Management Group
Texas
$76.1K – – –
TWA
845
TCI Wealth Advisors
Arizona
$74.8K +$11.7K +266 +21%
KFS
846
Kelly Financial Services
Massachusetts
$72.2K -$2.9K -66 -4%
BC
847
Bartlett & Co
Ohio
$72K – – –
BCWM
848
Bartlett & Co Wealth Management
Ohio
$71.9K – – –
CA
849
Crewe Advisors
Utah
$70K -$6.64K -151 -9%
TFP
850
Tilia Fiduciary Partners
North Carolina
$67.6K -$2.64K -60 -4%