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Name Holding Trade Value Shares
Change
Change in
Stake
EIM
726
Essex Investment Management
Massachusetts
$23K – – –
AWM
727
Adams Wealth Management
Utah
$23K +$23.5K +382 New
DSC
728
Duncker Streett & Co
Missouri
$21K – – –
SLF
729
Sun Life Financial
Ontario, Canada
$21K +$862 +14 +4%
TFO
730
Tarbox Family Office
California
$21K +$4.43K +72 +25%
HFA
731
HC Financial Advisors
California
$20K – – –
SIM
732
Sonora Investment Management
Arizona
$20K – – –
PWM
733
Provident Wealth Management
Tennessee
$20K +$20.9K +340 New
OC
734
Oakworth Capital
Alabama
$18K -$985 -16 -5%
HDIM
735
Hanson & Doremus Investment Management
Vermont
$18K – – –
SL
736
Savior LLC
Massachusetts
$18K – – –
SCM
737
Silvant Capital Management
Georgia
$18K – – –
LWA
738
Lenox Wealth Advisors
New York
$17K -$1.6K -26 -8%
LFG
739
LifePlan Financial Group
Ohio
$16K – – –
BWM
740
BerganKDV Wealth Management
Minnesota
$15K -$12.9K -210 -45%
EW
741
Evoke Wealth
California
$15K +$492 +8 +3%
CCA
742
Column Capital Advisors
Indiana
$14K – – –
GAM
743
Gemmer Asset Management
California
$13K – – –
CTB
744
Country Trust Bank
Illinois
$12K – – –
MAM
745
Marquette Asset Management
Minnesota
$12K – – –
PFWA
746
Paces Ferry Wealth Advisors
Georgia
$12K +$12.1K +196 New
SWA
747
Sutton Wealth Advisors
Florida
$11.2K -$2.46K -40 -17%
CB
748
CNB Bank
Pennsylvania
$11K – – –
TAIM
749
TD Ameritrade Investment Management
Nebraska
$11K +$3.45K +56 +45%
AA
750
Ancora Advisors
Ohio
$10K – – –