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Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
601
Schroder Investment Management Group
United Kingdom
$28.6K +$3.5K +105 +14%
ARMC
602
American Research & Management Company
Massachusetts
$27K
GI
603
Gradient Investments
Minnesota
$27K
M
604
MOTCO
Texas
$24K -$1.67K -50 -7%
CAL
605
Capital Advisors Ltd
Ohio
$24K
BBPWM
606
Blue Bell Private Wealth Management
Pennsylvania
$23K
RAM
607
Riggs Asset Management
Pennsylvania
$23K +$23.6K +707 New
EWM
608
Elite Wealth Management
Washington
$22K -$13.3K -400 -37%
SCA
609
Strategic Capital Alternatives
United States
$19K +$19K +570 New
Thrivent Financial for Lutherans
610
Thrivent Financial for Lutherans
Minnesota
$19K +$19.5K +585 New
MSFP
611
Mark Sheptoff Financial Planning
Connecticut
$18K -$6.97K -209 -28%
TFO
612
Tarbox Family Office
California
$16K
ACS
613
Archford Capital Strategies
Illinois
$16K +$200 +6 +1%
ZTNA
614
Zions Trust National Association
Utah
$15K -$7.27K -218 -32%
CFS
615
Community Financial System
New York
$15K
EWM
616
Edge Wealth Management
New York
$15K +$267 +8 +2%
OFS
617
Orrstown Financial Services
Pennsylvania
$14K -$20K -599 -58%
JFA
618
JNBA Financial Advisors
Minnesota
$13K
TCM
619
TD Capital Management
Tennessee
$13K
GSC
620
Ground Swell Capital
South Carolina
$13K +$13.3K +400 New
CAL
621
Capital Analysts LLC
Pennsylvania
$12.9K
TDC
622
Thompson Davis & Co
Virginia
$12K +$167 +5 +1%
PMFA
623
Plante Moran Financial Advisors
Michigan
$12K +$1.57K +47 +14%
WF
624
WealthTrust Fairport
Ohio
$11K -$54.6K -1,636 -83%
CG
625
Colony Group
Massachusetts
$11K