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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bellevue Asset Management
Washington
$14K – – –
TCOV
702
Trust Company of Vermont
Vermont
$14K – – –
RA
703
Reby Advisors
Connecticut
$14K +$13.5K +240 New
VRM
704
Vectors Research Management
New York
$14K +$13.5K +240 New
BFG
705
Baron Financial Group
New Jersey
$13.5K – – –
EARNEST Partners
706
EARNEST Partners
Georgia
$13K – – –
TCTC Holdings
707
TCTC Holdings
Texas
$13K – – –
FRA
708
Front Row Advisors
California
$12K – – –
TPWA
709
TRUE Private Wealth Advisors
Oregon
$12K – – –
GIA
710
Goodwin Investment Advisory
Georgia
$12K +$11.7K +208 New
PK
711
Pflug Koory
Nebraska
$12K +$12K +213 New
APWA
712
Atlas Private Wealth Advisors
New Jersey
$11K – – –
CCM
713
Cribstone Capital Management
Maine
$11K – – –
MCM
714
Manchester Capital Management
Vermont
$11K – – –
SIAG
715
Safeguard Investment Advisory Group
California
$11K +$10.8K +193 New
GA
716
GoalVest Advisory
New York
$11K +$10.9K +194 New
TFGT
717
TS Financial Group (TSFG)
Illinois
$10K -$562 -10 -6%
PWMG
718
Prestige Wealth Management Group
New Jersey
$10K -$505 -9 -5%
CA
719
Crewe Advisors
Utah
$9K -$618 -11 -7%
MCF Advisors
720
MCF Advisors
Kentucky
$9K – – –
PCA
721
Providence Capital Advisors
North Carolina
$9K – – –
TFM
722
TFC Financial Management
Massachusetts
$9K – – –
CL
723
COWA LLC
Oklahoma
$9K +$8.42K +150 New
AFS
724
Annapolis Financial Services
Maryland
$9K +$8.99K +160 New
AWM
725
Accel Wealth Management
Iowa
$9K +$9.04K +161 New