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Name Holding Trade Value Shares
Change
Change in
Stake
LFG
601
Larson Financial Group
Missouri
$39K -$32K -178 -54%
HR
602
Howe & Rusling
New York
$39K +$27.9K +155 New
BFEC
603
Benjamin F. Edwards & Company
Missouri
$38K -$343K -1,908 -93%
AA
604
Ancora Advisors
Ohio
$38K
GWS
605
Glassman Wealth Services
Virginia
$37K -$22.9K -127 -47%
PFBT
606
Parkside Financial Bank & Trust
Missouri
$37K +$10.6K +59 +66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
607
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$36K -$248K -1,379 -91%
BFC
608
Bedel Financial Consulting
Indiana
$34K +$5.4K +30 +29%
SWM
609
Sugarloaf Wealth Management
Georgia
$34K +$10.8K +60 +80%
OPS
610
Orion Portfolio Solutions
Nebraska
$32K
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K +$16.2K +90 +257%
HDIM
612
Hanson & Doremus Investment Management
Vermont
$30K -$5.76K -32 -21%
RWM
613
Raffa Wealth Management
District of Columbia
$29.4K +$2.88K +16 +16%
CYG
614
Clean Yield Group
Vermont
$29K -$3.6K -20 -15%
EP
615
Eudaimonia Partners
Tennessee
$29K +$20.3K +113 New
FP
616
Financial Perspectives
Minnesota
$27.4K
CAL
617
Capital Advisors Ltd
Ohio
$26K
CFG
618
CKW Financial Group
Hawaii
$26K +$18K +100 New
HWA
619
HHM Wealth Advisors
Tennessee
$26K +$18.7K +104 New
GEA
620
Glen Eagle Advisors
New Jersey
$25.1K +$17.8K +99 New
SIA
621
SeaBridge Investment Advisors
New Jersey
$25K -$18K -100 -50%
CFB
622
Cullen/Frost Bankers
Texas
$25K
HCM
623
Highlander Capital Management
New Jersey
$25K
SFSIG
624
San Francisco Sentry Investment Group
California
$25K
AWM
625
Avondale Wealth Management
Texas
$25K +$18K +100 New