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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
BerganKDV Wealth Management
Minnesota
$12K – – –
FDCDDQ
677
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K +$12K +210 New
SFSIG
678
San Francisco Sentry Investment Group
California
$11K -$456 -8 -4%
SFG
679
SevenBridge Financial Group
Pennsylvania
$11K – – –
CFA
680
Carroll Financial Associates
North Carolina
$11K +$5.93K +104 +108%
WCM
681
WealthBridge Capital Management
Ohio
$11K +$11.2K +196 New
FGC
682
Financial Gravity Companies
Texas
$10K +$9.35K +164 New
SWA
683
Sutton Wealth Advisors
Florida
$9.85K – – –
AIS
684
AlphaOne Investment Services
Pennsylvania
$8K – – –
HR
685
Howe & Rusling
New York
$8K – – –
CA
686
Claro Advisors
Massachusetts
$8K +$7.87K +138 New
BWM
687
Baystate Wealth Management
Massachusetts
$7K +$114 +2 +2%
MFBTD
688
MB Financial Bank - Trust Department
Illinois
$6K -$5.7K -100 -46%
CFA
689
Clarfeld Financial Advisors
New York
$6K +$5.82K +102 New
CBT
690
Central Bank & Trust
Kentucky
$5K -$2.85K -50 -33%
JAM
691
JCIC Asset Management
Ontario, Canada
$5K – – –
ATC
692
Adirondack Trust Company
New York
$5K +$1.71K +30 +50%
LWANC
693
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.25K +92 New
ADL
694
Asset Dedication LLC
California
$5K +$5.7K +100 New
ESB
695
Essex Savings Bank
Connecticut
$5K +$5.7K +100 New
PWM
696
PRW Wealth Management
Massachusetts
$5K +$5.82K +102 New
YWP
697
YorkBridge Wealth Partners
New York
$4K – – –
HI
698
Human Investing
Oregon
$4K +$4.33K +76 New
AP
699
Arlington Partners
Alabama
$3K +$2.96K +52 New
RWM
700
Raffa Wealth Management
District of Columbia
$2.06K – – –