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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
801
HC Financial Advisors
California
$22K – – –
LS
802
Leelyn Smith
Illinois
$22K – – –
CWM
803
Curi Wealth Management
North Carolina
$21K +$20.3K +320 New
SCM
804
Silvant Capital Management
Georgia
$20K – – –
TH
805
TCTC Holdings
Texas
$20K – – –
AIC
806
Archer Investment Corporation
Indiana
$19.8K +$19K +300 New
LAS
807
Lloyd Advisory Services
Georgia
$19K -$1.52K -24 -8%
BWM
808
Baystate Wealth Management
Massachusetts
$18K +$127 +2 +0.7%
Jones Financial Companies
809
Jones Financial Companies
Missouri
$18K +$2.03K +32 +13%
BWM
810
BerganKDV Wealth Management
Minnesota
$17K – – –
EW
811
Evoke Wealth
California
$17K +$380 +6 +2%
EARNEST Partners
812
EARNEST Partners
Georgia
$17K +$16.1K +254 New
SWA
813
Sutton Wealth Advisors
Florida
$16.9K +$3.8K +60 +31%
KPCM
814
Kings Point Capital Management
New York
$16K +$15.2K +240 New
AWA
815
Amplius Wealth Advisors
Pennsylvania
$16K +$15.3K +242 New
LCM
816
Logan Capital Management
Pennsylvania
$15K -$14.3K -226 -50%
CA
817
Clearstead Advisors
Ohio
$15K -$5.32K -84 -27%
TFGT
818
TS Financial Group (TSFG)
Illinois
$15K +$12.7K +200 +667%
GAM
819
Gemmer Asset Management
California
$14K -$634 -10 -4%
HDIM
820
Hanson & Doremus Investment Management
Vermont
$13K -$6.34K -100 -33%
MAM
821
Marquette Asset Management
Minnesota
$13K – – –
PA
822
PSI Advisors
Florida
$13K +$12.7K +200 New
FHA
823
First Horizon Advisors
Tennessee
$12K -$8.49K -134 -40%
CB
824
CNB Bank
Pennsylvania
$12K – – –
WWM
825
Wolff Wiese Magana
California
$12K +$1.65K +26 +17%