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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
751
Global Wealth Management Investment Advisory
Florida
$81K +$11.1K +25 +12%
TCOV
752
Trust Company of Vermont
Vermont
$80K -$6.69K -15 -6%
AAM
753
Advisors Asset Management
Colorado
$79K +$104K +233 New
HI
754
Human Investing
Oregon
$77K +$91K +204 +850%
GRP
755
Global Retirement Partners
California
$76K -$20.1K -45 -17%
BCA
756
Berman Capital Advisors
Georgia
$76K +$12.5K +28 +14%
CWM
757
Concentrum Wealth Management
California
$74K +$98.1K +220 New
TIM
758
Thornburg Investment Management
New Mexico
$72K -$6.44M -14,455 -99%
PO
759
Private Ocean
California
$72K -$892 -2 -0.9%
NL
760
NVWM LLC
Pennsylvania
$72K +$7.13K +16 +8%
VCM
761
Versant Capital Management
Arizona
$71K +$2.23K +5 +2%
NWA
762
Navis Wealth Advisors
New York
$71K +$93.6K +210 New
AWM
763
Atticus Wealth Management
Florida
$68K -$116K -260 -56%
PMFA
764
Plante Moran Financial Advisors
Michigan
$68K -$29.4K -66 -25%
GFPC
765
Global Financial Private Client
Florida
$67.5K
HCM
766
Highlander Capital Management
New Jersey
$67K
LFG
767
Larson Financial Group
Missouri
$67K +$4.9K +11 +6%
AA
768
Ancora Advisors
Ohio
$65K +$19.6K +44 +29%
BWM
769
Birchcreek Wealth Management
Ohio
$64K +$85.6K +192 New
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$22.7K +51 +41%
HDIM
771
Hanson & Doremus Investment Management
Vermont
$58K +$23.2K +52 +43%
HR
772
Howe & Rusling
New York
$55K -$22.3K -50 -23%
TIM
773
Tortoise Investment Management
New York
$53K
JWM
774
Janiczek Wealth Management
Colorado
$53K +$54.4K +122 +349%
FFG
775
Fortem Financial Group
California
$51K +$66.9K +150 New