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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
1351
Stone House Investment Management
Pennsylvania
$50.4K +$49.4K +1,205 New
RBC
1352
Roble Belko & Company
Pennsylvania
$50K
C
1353
Covestor
United Kingdom
$50K +$19.5K +477 +65%
PPA
1354
Pilgrim Partners Asia
Singapore
$48.5K +$47.5K +1,160 New
WF
1355
Wayfinding Financial
Washington
$48K +$47.3K +1,155 New
VNA
1356
Valley National Advisers
Pennsylvania
$47K +$246 +6 +0.5%
CAM
1357
Chesapeake Asset Management
New York
$46.8K +$205 +5 +0.4%
HC
1358
Hurley Capital
New York
$46.5K +$45.6K +1,113 New
SWIM
1359
Smallwood Wealth Investment Management
New Jersey
$44.2K +$43.3K +1,056 New
MMG
1360
Monetary Management Group
Missouri
$44.1K
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$43.9K
SC
1362
SouthState Corp
Florida
$42.6K +$34.5K +843 +482%
GWM
1363
Graybill Wealth Management
Illinois
$42.1K +$41.3K +1,007 New
SGC
1364
Slocum, Gordon & Co
Rhode Island
$41.8K
HIMS
1365
Hager Investment Management Services
New Hampshire
$41.3K
Loomis, Sayles & Company
1366
Loomis, Sayles & Company
Massachusetts
$41K -$42K -1,024 -51%
TWD
1367
True Wealth Design
Ohio
$40.6K -$615 -15 -2%
SIS
1368
Sound Income Strategies
Florida
$40.2K +$28.6K +698 +265%
MCM
1369
Manchester Capital Management
Vermont
$40.1K +$7.13K +174 +22%
NEWAS
1370
N.E.W. Advisory Services
Wisconsin
$39.8K +$39K +951 New
GCM
1371
Gables Capital Management
Florida
$39.7K
KSB
1372
Kennebec Savings Bank
Maine
$39.4K
GSWM
1373
Golden State Wealth Management
California
$38.5K +$1.64K +40 +5%
PSFG
1374
Park Square Financial Group
Georgia
$38.3K +$37.6K +917 New
CTC
1375
Cetera Trust Company
Minnesota
$37.3K