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Name Holding Trade Value Shares
Change
Change in
Stake
W
1001
WealthCollab
Washington
$38.1K – – –
GKIM
1002
GW&K Investment Management
Massachusetts
$36K +$8.57K +64 +27%
SC
1003
SouthState Corp
Florida
$35.1K +$26.9K +201 +216%
RA
1004
Rise Advisors
New York
$33.8K +$1.21K +9 +3%
VIS
1005
Vega Investment Solutions
France
$33.6K -$15.1K -113 -29%
FMII
1006
Farmers & Merchants Investments Inc
Nebraska
$33.6K – – –
WA
1007
Whipplewood Advisors
Colorado
$31.5K -$36K -269 -80%
GC
1008
Gould Capital
Washington
$31.1K – – –
BCWM
1009
Bartlett & Co Wealth Management
Ohio
$30.7K +$23.3K +174 +210%
SWA
1010
SOA Wealth Advisors
New York
$30.1K -$14.7K -110 -30%
BBHC
1011
Brown Brothers Harriman & Co
New York
$29.9K +$23K +172 +221%
SFGP
1012
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$29.4K +$14.2K +106 +76%
CAM
1013
Close Asset Management
United Kingdom
$29K – – –
GK
1014
Graney & King
New York
$28.7K – – –
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.3K +$9.65K +72 +44%
CAM
1016
Creekmur Asset Management
Illinois
$27.4K – – –
AWM
1017
AllSquare Wealth Management
New York
$26.9K – – –
MSG
1018
Main Street Group
Virginia
$26.3K +$4.69K +35 +19%
HWM
1019
Hemington Wealth Management
Virginia
$26K -$938 -7 -3%
OCM
1020
Orion Capital Management
California
$25.7K – – –
APW
1021
Aventura Private Wealth
Florida
$25.3K +$804 +6 +3%
SN
1022
Sittner & Nelson
Oregon
$25K – – –
HPC
1023
HM Payson & Co
Maine
$24.7K – – –
AWM
1024
Activest Wealth Management
Florida
$24.1K +$13.8K +103 +104%
PWM
1025
Parkworth Wealth Management
California
$24.1K +$26.8K +200 +10,000%