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Name Holding Trade Value Shares
Change
Change in
Stake
WC
651
Whitnell & Co
Illinois
$12K +$2.25K +75 +26%
MBT
652
Monroe Bank & Trust
Michigan
$12K +$11.4K +381 New
SWP
653
Strategic Wealth Partners
Ohio
$12K +$11.7K +392 New
KPCM
654
Kings Point Capital Management
New York
$11K +$10.1K +338 New
MSFP
655
Mark Sheptoff Financial Planning
Connecticut
$10K -$5.99K -200 -40%
ARMC
656
American Research & Management Company
Massachusetts
$10K
LC
657
Landaas & Company
Wisconsin
$10K
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$90 +3 +0.9%
GT
659
Greenleaf Trust
Michigan
$9K -$6.8K -227 -45%
LA
660
Legacy Advisors
Pennsylvania
$9K -$6.08K -203 -39%
AIS
661
Accurate Investment Solutions
Pennsylvania
$9K
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$9K
First Eagle Investment Management
663
First Eagle Investment Management
New York
$9K
CAL
664
Capital Analysts LLC
Pennsylvania
$9K +$8.12K +271 New
ADL
665
Asset Dedication LLC
California
$9K +$8.75K +292 New
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$8K -$3.66K -122 -34%
BL
667
Balentine LLC
Georgia
$8K -$1.89K -63 -21%
LF
668
Lee Financial
Texas
$8K
YWP
669
YorkBridge Wealth Partners
New York
$7K -$10.2K -340 -60%
CFA
670
Carroll Financial Associates
North Carolina
$7K -$6.53K -218 -47%
FFW
671
Fusion Family Wealth
New York
$7K
CC
672
Claybrook Capital
Massachusetts
$7K +$6.53K +218 New
FGC
673
Financial Gravity Companies
Texas
$7K +$6.8K +227 New
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
PCTC
675
Perkins Coie Trust Company
Washington
$6K