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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
201
JNBA Financial Advisors
Minnesota
$23K
SWA
202
Sutton Wealth Advisors
Florida
$22.8K
Federated Hermes
203
Federated Hermes
Pennsylvania
$22K +$1.14K +9 +6%
APP
204
Avantax Planning Partners
Iowa
$22K +$21.1K +167 New
First Manhattan
205
First Manhattan
New York
$19K
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$16K
MCA
207
Mercer Capital Advisers
New Jersey
$16K
SF
208
Synovus Financial
Georgia
$15K +$15K +119 New
ST
209
Smithfield Trust
Pennsylvania
$14K
VCM
210
Versant Capital Management
Arizona
$13K -$252 -2 -2%
TCOV
211
Trust Company of Vermont
Vermont
$13K
FHA
212
First Horizon Advisors
Tennessee
$11K
TIM
213
Tortoise Investment Management
New York
$11K
PA
214
Parallel Advisors
California
$9K
CPIG
215
Chicago Partners Investment Group
Illinois
$9K +$8.58K +68 New
MWM
216
MinichMacGregor Wealth Management
New York
$8K
WEC
217
Winslow Evans & Crocker
Massachusetts
$7.24K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$7K +$6.31K +50 New
OIA
219
Optimum Investment Advisors
Illinois
$6K +$5.3K +42 New
IFAM
220
Institutional & Family Asset Management
Colorado
$5K +$5.17K +41 New
SA
221
SRH Advisors
Kansas
$4K
CCM
222
Cribstone Capital Management
Maine
$3K
SPIA
223
Steward Partners Investment Advisory
New York
$3K
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$3K
JA
225
JOYN Advisors
Georgia
$3K +$2.4K +19 New