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Name Holding Trade Value Shares
Change
Change in
Stake
SC
751
Shay Capital
New York
$84K +$111K +250 New
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$81K +$11.1K +25 +12%
TCOV
753
Trust Company of Vermont
Vermont
$80K -$6.69K -15 -6%
AAM
754
Advisors Asset Management
Colorado
$79K +$104K +233 New
HI
755
Human Investing
Oregon
$77K +$91K +204 +850%
GRP
756
Global Retirement Partners
California
$76K -$20.1K -45 -17%
BCA
757
Berman Capital Advisors
Georgia
$76K +$12.5K +28 +14%
CWM
758
Concentrum Wealth Management
California
$74K +$98.1K +220 New
TIM
759
Thornburg Investment Management
New Mexico
$72K -$6.44M -14,455 -99%
PO
760
Private Ocean
California
$72K -$892 -2 -0.9%
NL
761
NVWM LLC
Pennsylvania
$72K +$7.13K +16 +8%
VCM
762
Versant Capital Management
Arizona
$71K +$2.23K +5 +2%
NWA
763
Navis Wealth Advisors
New York
$71K +$93.6K +210 New
AWM
764
Atticus Wealth Management
Florida
$68K -$116K -260 -56%
PMFA
765
Plante Moran Financial Advisors
Michigan
$68K -$29.4K -66 -25%
GFPC
766
Global Financial Private Client
Florida
$67.5K – – –
HCM
767
Highlander Capital Management
New Jersey
$67K – – –
LFG
768
Larson Financial Group
Missouri
$67K +$4.9K +11 +6%
AA
769
Ancora Advisors
Ohio
$65K +$19.6K +44 +29%
BWM
770
Birchcreek Wealth Management
Ohio
$64K +$85.6K +192 New
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$22.7K +51 +41%
HDIM
772
Hanson & Doremus Investment Management
Vermont
$58K +$23.2K +52 +43%
HR
773
Howe & Rusling
New York
$55K -$22.3K -50 -23%
TIM
774
Tortoise Investment Management
New York
$53K – – –
JWM
775
Janiczek Wealth Management
Colorado
$53K +$54.4K +122 +349%