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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Bellevue Asset Management
Washington
$49K +$1.18K +5 +2%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$10.6K -45 -15%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K -$9.64K -41 -14%
CA
629
Cornerstone Advisory
Maryland
$44K +$56.2K +239 New
TCOV
630
Trust Company of Vermont
Vermont
$43K +$54.8K +233 New
SFM
631
Signet Financial Management
New Jersey
$42K +$53.6K +228 New
BLC
632
Brown, Lisle/Cummings
Rhode Island
$41.4K +$52.9K +225 New
HDIM
633
Hanson & Doremus Investment Management
Vermont
$41K -$1.65K -7 -3%
KA
634
Kozak & Associates
Colorado
$41K
C
635
Covestor
United Kingdom
$41K +$52.4K +223 New
JWA
636
JFS Wealth Advisors
Pennsylvania
$40K +$2.12K +9 +4%
SIC
637
Salem Investment Counselors
North Carolina
$40K +$3.53K +15 +8%
AWA
638
Amplius Wealth Advisors
Pennsylvania
$40K +$51.7K +220 New
AA
639
Ancora Advisors
Ohio
$39K +$12K +51 +32%
HFM
640
Harvest Fund Management
China
$38K -$62.5K -266 -57%
TSWM
641
Tyler-Stone Wealth Management
Ohio
$38K +$48.2K +205 New
HNB
642
Huntington National Bank
Ohio
$37K -$23.5K -100 -33%
PMFA
643
Plante Moran Financial Advisors
Michigan
$37K
PP
644
PrairieView Partners
Minnesota
$37K
HCM
645
Highlander Capital Management
New Jersey
$37K +$23.5K +100 +100%
EWA
646
EverSource Wealth Advisors
Alabama
$36K +$45.9K +195 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
647
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35K -$5.88M -25,000 -99%
KFI
648
Key Financial Inc
Pennsylvania
$35K +$42.3K +180 +1,800%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K -$705 -3 -2%
GWMIA
650
Global Wealth Management Investment Advisory
Florida
$33K +$3.06K +13 +8%