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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
501
Impact Partnership Wealth
Georgia
$15K -$186K -1,595 -93%
CBT
502
CoreFirst Bank & Trust
Kansas
$13.4K
UCB
503
United Community Bank
South Carolina
$13.4K
C
504
Covestor
United Kingdom
$13K +$117 +1 +0.9%
GI
505
GAMMA Investing
California
$12.5K +$13.3K +114 New
RIM
506
Rakuten Investment Management
Japan
$11.8K +$11.2K +96 New
BSB
507
Bangor Savings Bank
Maine
$11.6K
FCT
508
First Community Trust
Iowa
$11K
AssetMark Inc
509
AssetMark Inc
California
$10.1K +$9.67K +83 New
CI Investments Inc
510
CI Investments Inc
Ontario, Canada
$10K
USB
511
Union Savings Bank
Connecticut
$9.74K
MRCM
512
M&R Capital Management
New Jersey
$9.5K +$2.45K +21 +37%
HIA
513
Harbor Investment Advisory
Maryland
$9.38K
CFD
514
Creative Financial Designs
Indiana
$9.13K
WIA
515
Wetzel Investment Advisors
Indiana
$9K +$8.51K +73 New
VFM
516
Viking Fund Management
North Dakota
$8.52K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$8.04K +$2.56K +22 +50%
JFA
518
JNBA Financial Advisors
Minnesota
$7.31K
NMM
519
Naples Money Management
Florida
$7.18K +$6.87K +59 New
HFM
520
Hartford Financial Management
Connecticut
$7.06K
PO
521
Private Ocean
California
$7.06K
CAS
522
Coppell Advisory Solutions
Texas
$6.94K +$6.64K +57 New
DAM
523
Delta Asset Management
Tennessee
$6.58K
PCFFS
524
Pacific Center for Financial Services
California
$6.09K
CAL
525
Capital Advisors Ltd
Ohio
$6K -$350 -3 -6%