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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1051
Asset Dedication LLC
California
$436K +$294K +3,063 +226%
PIM
1052
Penobscot Investment Management
Massachusetts
$436K -$19.5K -203 -4%
PMA
1053
Prudent Man Advisors
Illinois
$435K +$424K +4,412 New
RSWM
1054
Robertson Stephens Wealth Management
California
$434K -$115K -1,193 -21%
EAM
1055
Erste Asset Management
Austria
$433K -$1.81M -18,896 -82%
LWM
1056
LJI Wealth Management
Indiana
$430K +$86.4K +900 +26%
GD
1057
Grandfield & Dodd
New York
$428K -$67.6K -704 -14%
LA
1058
LVW Advisors
New York
$427K +$51K +531 +14%
CWP
1059
Core Wealth Partners
California
$424K
LF
1060
LifePlan Financial
Minnesota
$422K +$411K +4,276 New
JWM
1061
Jeppson Wealth Management
California
$421K +$103K +1,076 +34%
RMCM
1062
Reynders McVeigh Capital Management
Massachusetts
$419K -$53.1K -553 -12%
KSB
1063
Kennebec Savings Bank
Maine
$418K -$15.2K -158 -4%
CMTU
1064
Capital Markets Trading (UK)
United Kingdom
$416K +$91.5K +953 +29%
DTL
1065
Dynamic Technology Lab
Singapore
$415K +$404K +4,211 New
MMM
1066
Mendel Money Management
Illinois
$414K -$32.3K -336 -7%
AIM
1067
Alhambra Investment Management
Florida
$413K +$114K +1,192 +40%
SPWG
1068
Sage Private Wealth Group
Illinois
$413K +$183K +1,906 +84%
GWM
1069
Geneos Wealth Management
Colorado
$412K -$21.3K -222 -5%
AWE
1070
Avidian Wealth Enterprises
Texas
$412K -$169K -1,755 -30%
PS
1071
Principal Securities
Iowa
$411K -$134K -1,394 -25%
MMPW
1072
Mitchell McLeod Pugh & Williams
Alabama
$411K
LF
1073
Lantz Financial
Illinois
$410K +$14.6K +152 +4%
RFA
1074
Register Financial Advisors
Georgia
$409K -$28.4K -296 -7%
I2I
1075
Insight 2811 Inc
Illinois
$409K +$54.8K +571 +16%