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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1451
Carmel Capital Partners
California
$75.9K +$2K +11 +3%
BWM
1452
Baystate Wealth Management
Massachusetts
$74.9K +$182 +1 +0.2%
BIA
1453
Bell Investment Advisors
California
$74.1K -$5.08K -28 -6%
Loomis, Sayles & Company
1454
Loomis, Sayles & Company
Massachusetts
$74K +$25.4K +140 +49%
MCM
1455
MV Capital Management
Maryland
$72.5K +$6.17K +34 +9%
GFPC
1456
Global Financial Private Client
Florida
$71K
CT
1457
Clearstead Trust
Maine
$68.2K +$16.2K +89 +29%
CAC
1458
Core Alternative Capital
Georgia
$67.5K
CSB
1459
City State Bank
Iowa
$67K
AGWCA
1460
Annis Gardner Whiting Capital Advisors
Florida
$65.9K +$68.8K +379 New
LS
1461
Livforsakringsbolaget Skandia
Sweden
$65.9K
C
1462
Covestor
United Kingdom
$63K -$2.72K -15 -4%
VNA
1463
Valley National Advisers
Pennsylvania
$63K +$3.63K +20 +6%
PWMG
1464
Prestige Wealth Management Group
New Jersey
$59.7K +$4.36K +24 +8%
BC
1465
Belmont Capital
California
$59.7K +$182 +1 +0.3%
MWM
1466
Mascoma Wealth Management
New Hampshire
$59.3K +$7.63K +42 +14%
SWA
1467
Sutton Wealth Advisors
Florida
$59.2K +$5.63K +31 +10%
OA
1468
Operose Advisors
Wisconsin
$58.1K +$60.6K +334 New
AFS
1469
Annapolis Financial Services
Maryland
$55.8K +$19.8K +109 +51%
GA
1470
GoalVest Advisory
New York
$55K -$6.36K -35 -10%
SN
1471
Sittner & Nelson
Oregon
$53.9K
NFSG
1472
Newbridge Financial Services Group
Florida
$52.6K -$11.6K -64 -17%
CBT
1473
CoreFirst Bank & Trust
Kansas
$52.2K
LF
1474
Lee Financial
Texas
$47.3K +$36.3K +200 +278%
SFG
1475
Steward Financial Group
Texas
$46K -$28.7K -158 -37%