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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
801
Glassman Wealth Services
Virginia
$11K -$1.09K -6 -8%
IHWM
802
Iron Horse Wealth Management
Iowa
$11K – – –
BC
803
Bartlett & Co
Ohio
$11K +$11.8K +65 New
BCWM
804
Bartlett & Co Wealth Management
Ohio
$10.7K +$11.8K +65 New
HFM
805
Hartford Financial Management
Connecticut
$10K – – –
CYG
806
Clean Yield Group
Vermont
$10K +$6.2K +34 +131%
FAG
807
Fortitude Advisory Group
Washington
$8K -$18.2K -100 -68%
TFA
808
Toth Financial Advisory
Virginia
$8K -$1.28K -7 -12%
GG
809
Gleason Group
Kentucky
$8K – – –
TCM
810
Tradewinds Capital Management
Washington
$8K – – –
ZB
811
Zions Bancorporation
Utah
$8K +$182 +1 +2%
CAC
812
Core Alternative Capital
Georgia
$8K +$8.02K +44 +1,100%
AA
813
Addison Advisors
Vermont
$8K +$8.38K +46 +1,150%
CFG
814
CKW Financial Group
Hawaii
$8K +$9.11K +50 New
HBW
815
Hazlett, Burt & Watson
West Virginia
$8K +$9.11K +50 New
GTAM
816
Global Trust Asset Management
Florida
$8K +$9.48K +52 New
BFC
817
Bedel Financial Consulting
Indiana
$7K -$9.66K -53 -57%
JEST
818
JTC Employer Solutions Trustee
Jersey
$7K – – –
Kayne Anderson Rudnick Investment Management
819
Kayne Anderson Rudnick Investment Management
California
$7K +$7.29K +40 New
CAGAS
820
Capital Advisory Group Advisory Services
Minnesota
$7K +$8.02K +44 New
MCM
821
Manchester Capital Management
Vermont
$6K -$76K -417 -92%
SCA
822
Stonebridge Capital Advisors
Minnesota
$6K -$1.64K -9 -20%
ACM
823
Antonetti Capital Management
Florida
$6K – – –
CCM
824
Covington Capital Management
California
$6K – – –
SAM
825
Strategic Asset Management
Minnesota
$6K +$6.56K +36 New