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Name Holding Trade Value Shares
Change
Change in
Stake
Plante Moran Financial Advisors
1326
Plante Moran Financial Advisors
Michigan
$86.3K -$15.5K -212 -16%
BG
1327
Bollard Group
Massachusetts
$86K +$586 +8 +0.7%
CSPIA
1328
Cary Street Partners Investment Advisory
Virginia
$85.7K +$12.4K +169 +17%
MIM
1329
Marshall Investment Management
Colorado
$85.4K +$1.39K +19 +2%
CSB
1330
City State Bank
Iowa
$83.7K – – –
Quent Capital
1331
Quent Capital
New York
$83.4K -$36.2K -494 -31%
Blue Bell Private Wealth Management
1332
Blue Bell Private Wealth Management
Pennsylvania
$82.6K +$9.24K +126 +13%
Princeton Global Asset Management
1333
Princeton Global Asset Management
New Jersey
$82.5K – – –
Crewe Advisors
1334
Crewe Advisors
Utah
$82.3K -$6.45K -88 -7%
Albion Financial Group
1335
Albion Financial Group
Utah
$81.9K – – –
Bangor Savings Bank
1336
Bangor Savings Bank
Maine
$80.4K -$51K -696 -39%
YP
1337
YANKCOM Partnership
South Dakota
$77.4K +$9.9K +135 +15%
JNBA Financial Advisors
1338
JNBA Financial Advisors
Minnesota
$76.2K – – –
Bogart Wealth LLC
1339
Bogart Wealth LLC
Virginia
$75.8K +$2.35K +32 +3%
WA
1340
WPG Advisers
Maryland
$75K -$40.8K -556 -36%
SIM
1341
Synergy Investment Management
Florida
$73.4K +$5.86K +80 +9%
CJH
1342
Christopher J. Hasenberg
Wisconsin
$73.4K – – –
BC
1343
Broadwater Capital
Massachusetts
$73.2K -$7.48K -102 -9%
BHWM
1344
Bay Harbor Wealth Management
Maryland
$72.7K +$1.17K +16 +2%
PWM
1345
Proathlete Wealth Management
Florida
$72.1K +$70.4K +961 New
AT
1346
Arlington Trust
Alabama
$71.7K -$47.4K -647 -40%
RTC
1347
Riverview Trust Company
Washington
$70.8K -$880 -12 -1%
Asset Dedication LLC
1348
Asset Dedication LLC
California
$68.8K – – –
M
1349
MOTCO
Texas
$68.2K – – –
GFPC
1350
Global Financial Private Client
Florida
$68K +$2.57K +35 +4%