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Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1401
Essex Investment Management
Massachusetts
$28.2K -$11.3K -225 -30%
AP
1402
Atwood & Palmer
Missouri
$27.9K – – –
OA
1403
Operose Advisors
Wisconsin
$27.7K – – –
NFSG
1404
Newbridge Financial Services Group
Florida
$27.5K -$685K -13,586 -96%
RFA
1405
Register Financial Advisors
Georgia
$27.4K +$25.2K +500 New
WIM
1406
Westside Investment Management
California
$27K – – –
DAM
1407
Delta Asset Management
Tennessee
$26.2K – – –
CIAS
1408
CBIZ Investment Advisory Services
Ohio
$25.9K +$23.7K +470 New
BCMLT
1409
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$7.21K +143 +46%
GCM
1410
Gables Capital Management
Florida
$24.7K -$25.2K -500 -53%
HCA
1411
Heck Capital Advisors
Wisconsin
$22.7K – – –
B
1412
Birchbrook
Maine
$21.9K – – –
BLC
1413
Brown, Lisle/Cummings
Rhode Island
$21.9K – – –
KFI
1414
Key Financial Inc
Pennsylvania
$21.4K – – –
PFA
1415
Pathway Financial Advisers
Indiana
$21.2K +$50 +1 +0.3%
LJHT
1416
Laurie J. Hall Trustee
$21K -$37.8K -750 -66%
CHC
1417
City Holding Co
West Virginia
$20.9K – – –
SC
1418
Steph & Co
Wisconsin
$20.9K +$19.3K +382 New
BIA
1419
Bell Investment Advisors
California
$20.6K -$504 -10 -3%
JWM
1420
Janiczek Wealth Management
Colorado
$18.6K -$15.8K -313 -48%
RTC
1421
Riverview Trust Company
Washington
$18.6K +$17.1K +340 New
AWM
1422
Activest Wealth Management
Florida
$18.4K +$252 +5 +2%
CWP
1423
Concord Wealth Partners
Virginia
$18.2K – – –
TWD
1424
True Wealth Design
Ohio
$18.2K +$8.82K +175 +111%
BONH
1425
Bank of New Hampshire
New Hampshire
$18.1K -$30.2K -600 -65%