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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
751
Silvant Capital Management
Georgia
$20K – – –
BWM
752
BerganKDV Wealth Management
Minnesota
$20K +$3.29K +48 +19%
PCM
753
Penserra Capital Management
California
$20K +$21.2K +310 New
TAIM
754
TD Ameritrade Investment Management
Nebraska
$19K +$3.83K +56 +24%
HDIM
755
Hanson & Doremus Investment Management
Vermont
$18K – – –
EW
756
Evoke Wealth
California
$18K +$1.37K +20 +8%
BWM
757
Baystate Wealth Management
Massachusetts
$18K +$7.67K +112 +71%
BC
758
Bartlett & Co
Ohio
$17K – – –
CA
759
Clearstead Advisors
Ohio
$17K +$2.6K +38 +17%
SIS
760
Sound Income Strategies
Florida
$17K +$17.2K +252 +6,300%
BCWM
761
Bartlett & Co Wealth Management
Ohio
$16.6K – – –
Jones Financial Companies
762
Jones Financial Companies
Missouri
$16K -$27.4K -400 -63%
LWA
763
Lenox Wealth Advisors
New York
$16K – – –
EBA
764
Eagle Bay Advisors
New York
$16K +$15.2K +222 New
FHA
765
First Horizon Advisors
Tennessee
$15K – – –
RA
766
Resolute Advisors
California
$15K – – –
GAM
767
Gemmer Asset Management
California
$15K +$548 +8 +4%
MAM
768
Marquette Asset Management
Minnesota
$13K – – –
FI
769
FormulaFolio Investments
Michigan
$13K +$3.15K +46 +31%
SWA
770
Sutton Wealth Advisors
Florida
$13K – – –
HFS
771
HBC Financial Services
Washington
$12K -$20.5K -300 -60%
CB
772
CNB Bank
Pennsylvania
$12K – – –
VCM
773
Versant Capital Management
Arizona
$11K -$57.4K -838 -83%
AA
774
Ancora Advisors
Ohio
$11K – – –
LAS
775
Lloyd Advisory Services
Georgia
$11K +$3.83K +56 +51%