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Name Holding Trade Value Shares
Change
Change in
Stake
BC
776
Bartlett & Co
Ohio
$16K +$16.1K +250 New
TAIM
777
TD Ameritrade Investment Management
Nebraska
$15K +$3.73K +58 +32%
GAM
778
Gemmer Asset Management
California
$14K – – –
CA
779
Clearstead Advisors
Ohio
$14K +$14.5K +226 New
MAM
780
Marquette Asset Management
Minnesota
$13K – – –
SWA
781
Sutton Wealth Advisors
Florida
$13K +$901 +14 +7%
CB
782
CNB Bank
Pennsylvania
$12K – – –
WAM
783
Wolverine Asset Management
Illinois
$12K +$12.2K +190 New
AA
784
Ancora Advisors
Ohio
$11K – – –
PCG
785
Private Capital Group
Connecticut
$10K -$24.1K -374 -71%
BWM
786
Baystate Wealth Management
Massachusetts
$10K – – –
EI
787
Ellevest Inc
New York
$8K +$1.42K +22 +20%
LAS
788
Lloyd Advisory Services
Georgia
$7K -$3.86K -60 -37%
EWA
789
Evolution Wealth Advisors
Florida
$7K – – –
TJHA
790
Thomas J. Herzfeld Advisors
Florida
$7K – – –
AWG
791
Altus Wealth Group
Colorado
$7K +$7.21K +112 New
CTB
792
Country Trust Bank
Illinois
$6K -$6.43K -100 -50%
FHA
793
First Horizon Advisors
Tennessee
$6K -$1.54K -24 -21%
HWM
794
HighMark Wealth Management
Minnesota
$6K – – –
BBHC
795
Brown Brothers Harriman & Co
New York
$6K +$5.66K +88 +880%
WWM
796
Wolff Wiese Magana
California
$6K +$6.18K +96 New
RWM
797
Raffa Wealth Management
District of Columbia
$5.35K – – –
ACM
798
AUA Capital Management
Pennsylvania
$5K – – –
BFC
799
Bedel Financial Consulting
Indiana
$5K – – –
HI
800
Human Investing
Oregon
$5K – – –