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Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
376
Western Pacific Wealth Management
Illinois
$1.85K -$2.21K -1,000 -50%
BIA
377
Bell Investment Advisors
California
$1.84K
KSB
378
Kennebec Savings Bank
Maine
$1.79K
WTC
379
WhitTier Trust Company
Nevada
$1.42K
WA
380
WPG Advisers
Maryland
$1.4K +$1.67K +755 New
GRP
381
Global Retirement Partners
California
$1.38K
WTA
382
Washington Trust Advisors
Massachusetts
$1.38K +$383 +173 +30%
WA
383
Whipplewood Advisors
Colorado
$1.23K +$1.46K +662 New
FFO
384
Fortitude Family Office
Arizona
$1.2K +$1.43K +648 New
HCP
385
Hexagon Capital Partners
Arkansas
$1.15K
SIS
386
Sound Income Strategies
Florida
$1.11K
MG
387
Mather Group
Illinois
$1.03K +$1.23K +555 +55,500%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$935
SAM
389
S.A. Mason
Michigan
$925
MAS
390
MPWM Advisory Solutions
Georgia
$720 +$861 +389 New
NWWA
391
New Wave Wealth Advisors
Arkansas
$524 +$626 +283 New
FG
392
Fairman Group
Pennsylvania
$458
HI
393
Harbour Investments
Wisconsin
$457
RWM
394
Raffa Wealth Management
District of Columbia
$357
NS
395
NBC Securities
Alabama
$304 -$368K -166,201 -100%
AWM
396
Abound Wealth Management
Tennessee
$280
CSC
397
Caldwell Sutter Capital
California
$205
JWA
398
JFS Wealth Advisors
Pennsylvania
$84 -$779 -352 -89%
BMC
399
Bear Mountain Capital
Washington
$55
Marshall Wace
400
Marshall Wace
United Kingdom
-$15.5M -6,340,191 Closed