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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
401
Washington Trust Bank
Washington
$2K -$4.11K -51 -66%
CBOA
402
Commonwealth Bank of Australia
Australia
$2K -$2.18K -27 -43%
NSIM
403
North Star Investment Management
Illinois
$2K -$1.13K -14 -39%
AFNAS
404
American Financial Network Advisory Services
California
$2K
ACM
405
AUA Capital Management
Pennsylvania
$2K
IP
406
Isthmus Partners
Wisconsin
$2K
MFW
407
Mosaic Family Wealth
Missouri
$2K
M
408
MOTCO
Texas
$2K
PCFFS
409
Pacific Center for Financial Services
California
$2K
QI
410
QS Investors
New York
$2K
TCOV
411
Trust Company of Vermont
Vermont
$2K
DAM
412
Delta Asset Management
Tennessee
$2K +$807 +10 +63%
IBOK
413
Independence Bank of Kentucky
Kentucky
$2K +$1.85K +23 New
PW
414
Price Wealth
Texas
$2K +$1.94K +24 New
THWM
415
Taylor Hoffman Wealth Management
Virginia
$2K +$2.02K +25 New
TFS
416
TrustCore Financial Services
Tennessee
$2K +$2.18K +27 New
BWM
417
Baystate Wealth Management
Massachusetts
$1K -$2.34K -29 -74%
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$1K -$1.61K -20 -57%
APSP
419
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K
CPA
420
Clear Perspective Advisors
Illinois
$1K
MSFP
421
Mark Sheptoff Financial Planning
Connecticut
$1K
RFS
422
Rockefeller Financial Services
New York
$1K
SFSIG
423
San Francisco Sentry Investment Group
California
$1K
WAS
424
WESPAC Advisors SoCal
California
$1K
WA
425
Winfield Associates
Ohio
$1K