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Name Holding Trade Value Shares
Change
Change in
Stake
HR
776
Howe & Rusling
New York
$59K +$7.36K +20 +12%
SIC
777
Salem Investment Counselors
North Carolina
$58K +$18.4K +50 +38%
GRP
778
Global Retirement Partners
California
$57K -$18.4K -50 -22%
TIM
779
Tortoise Investment Management
New York
$51K – – –
HI
780
Human Investing
Oregon
$50K -$26.9K -73 -32%
AF
781
Advisornet Financial
Minnesota
$50K +$9.2K +25 +19%
AA
782
Ancora Advisors
Ohio
$48K -$16.2K -44 -23%
SN
783
Sittner & Nelson
Oregon
$48K – – –
SOW
784
State of Wyoming
Wyoming
$48K +$55.2K +150 New
FCA
785
FinTrust Capital Advisors
South Carolina
$45K +$22.1K +60 +75%
FP
786
Financial Perspectives
Minnesota
$43.1K +$9.57K +26 +24%
EFSCE
787
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.47K +4 +3%
TFM
788
TFC Financial Management
Massachusetts
$41K +$2.58K +7 +6%
EWA
789
Evolution Wealth Advisors
Florida
$40K +$46.4K +126 New
TWM
790
Tradition Wealth Management
Minnesota
$39K – – –
OCM
791
Orion Capital Management
California
$38K -$36.8K -100 -46%
BFC
792
Bedel Financial Consulting
Indiana
$38K – – –
RIM
793
Rockbridge Investment Management
New York
$38K +$3.31K +9 +8%
BMD
794
Better Money Decisions
New Mexico
$38K +$43.1K +117 New
BDWM
795
Brewin Dolphin Wealth Management
Ireland
$36.9K – – –
JWM
796
Janiczek Wealth Management
Colorado
$36K -$16.2K -44 -28%
IPW
797
IronBridge Private Wealth
Texas
$36K +$23.9K +65 +141%
WR
798
WD Rutherford
Oregon
$35K +$25.8K +70 +175%
ECM
799
Estabrook Capital Management
New York
$34.4K – – –
CAL
800
Capital Advisors Ltd
Ohio
$33K -$44.9K -122 -54%