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Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
1001
Innovative Asset Advisors Group
Connecticut
$85.1K +$75.7K +134 New
Eastern Bank
1002
Eastern Bank
Massachusetts
$84.5K – – –
WA
1003
Westfuller Advisors
New York
$82.6K +$2.26K +4 +3%
GW&K Investment Management
1004
GW&K Investment Management
Massachusetts
$81K +$43.5K +77 +151%
RF
1005
Rossby Financial
Florida
$78.3K +$13K +23 +26%
TFIPS
1006
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.1K -$18.6K -33 -21%
C
1007
Covestor
United Kingdom
$78K -$119K -210 -63%
GIA
1008
GHP Investment Advisors
Colorado
$76.9K +$7.34K +13 +12%
WSFG
1009
Wall Street Financial Group
Illinois
$76.2K +$67.8K +120 New
WAG
1010
Wilkerson Advisory Group
Missouri
$76.2K +$67.8K +120 New
PWA
1011
Physician Wealth Advisors
Utah
$70.2K -$1.13K -2 -2%
Bartlett & Co Wealth Management
1012
Bartlett & Co Wealth Management
Ohio
$64K -$14.7K -26 -34%
BAM
1013
Bellevue Asset Management
Washington
$63.5K – – –
GCS
1014
Gordian Capital (Singapore)
Singapore
$63.5K +$56.5K +100 New
HPBT
1015
Hickory Point Bank & Trust
Illinois
$63.5K +$56.5K +100 New
ITIM
1016
Indiana Trust & Investment Management
Indiana
$63.5K +$56.5K +100 New
Farmers & Merchants Investments Inc
1017
Farmers & Merchants Investments Inc
Nebraska
$60.4K +$28.2K +50 +111%
GSEP
1018
Golden State Equity Partners
California
$59.1K +$52.5K +93 New
CFD
1019
Creative Financial Designs
Indiana
$58.5K – – –
VanEck Associates
1020
VanEck Associates
New York
$58K +$52K +92 New
MWA
1021
Medallion Wealth Advisors
Connecticut
$57.8K – – –
JWM
1022
JPL Wealth Management
Colorado
$55.9K +$49.7K +88 New
MCM
1023
MV Capital Management
Maryland
$54.6K +$2.82K +5 +6%
FUBT
1024
First United Bank & Trust
Maryland
$54K +$48K +85 New
MSG
1025
Main Street Group
Virginia
$53.4K +$47.5K +84 New