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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1026
Manchester Capital Management
Vermont
$132K
AP
1027
Advisors Preferred
Maryland
$131K +$123K +989 New
Loomis, Sayles & Company
1028
Loomis, Sayles & Company
Massachusetts
$128K +$10.4K +84 +10%
HIIFS
1029
Harel Insurance Investments & Financial Services
Israel
$123K +$115K +926 New
TCOV
1030
Trust Company of Vermont
Vermont
$121K
LWM
1031
Liberty Wealth Management
California
$121K +$1.86K +15 +2%
FHA
1032
First Horizon Advisors
Tennessee
$120K
TI
1033
tru Independence
Oregon
$117K +$123K +991 New
PFGIA
1034
Patriot Financial Group Insurance Agency
Massachusetts
$116K -$994 -8 -0.9%
HWA
1035
Heritage Wealth Advisors
Virginia
$113K +$22.5K +181 +27%
WFMPM
1036
Woodley Farra Manion Portfolio Management
Indiana
$113K +$106K +853 New
CWP
1037
CFM Wealth Partners
Texas
$107K +$95.9K +772 New
ACM
1038
Allred Capital Management
Texas
$106K +$99.8K +803 New
SIAS
1039
Shine Investment Advisory Services
Colorado
$105K -$39.5K -318 -29%
IFAM
1040
Institutional & Family Asset Management
Colorado
$105K -$29.7K -239 -23%
TL
1041
TrueWealth LLC
Georgia
$104K +$2.73K +22 +3%
EWA
1042
Evolution Wealth Advisors
Florida
$103K +$82K +660 +550%
O
1043
Ossiam
France
$100K +$76K +612 +425%
VRM
1044
Vectors Research Management
New York
$99K +$31.1K +250 +50%
JFGIW
1045
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$98K -$53.9K -434 -37%
OSAM
1046
O'Shaughnessy Asset Management
Connecticut
$97K +$91.2K +734 +36,700%
PFO
1047
Pathstone Family Office
New Jersey
$96.2K
PI
1048
PineBridge Investments
New York
$95K -$4.47K -36 -5%
CI
1049
CX Institutional
Indiana
$95K
FANJ
1050
Financial Architects (New Jersey)
New Jersey
$95K +$124 +1 +0.1%