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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Hemington Wealth Management
Virginia
$2K +$2.95K +129 New
SSB
202
Sandy Spring Bank
Maryland
$1.72K -$23 -1 -1%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$1.72K – – –
JFA
204
JNBA Financial Advisors
Minnesota
$1.63K – – –
BWM
205
Bullock Wealth Management
Indiana
$1.56K – – –
CFFP
206
Center for Financial Planning
Michigan
$1.13K – – –
AF
207
Advisornet Financial
Minnesota
$1.13K +$984 +43 +614%
NA
208
NewEdge Advisors
Louisiana
$1.04K – – –
B
209
Birchbrook
Maine
$1.02K – – –
Lazard Asset Management
210
Lazard Asset Management
New York
$1K -$238K -10,408 -100%
S
211
Sachetta
Massachusetts
$926 +$938 +41 New
AEPWM
212
Atlantic Edge Private Wealth Management
Florida
$903 – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$903 – – –
RTC
214
Riverview Trust Company
Washington
$903 – – –
WT
215
Whittier Trust
California
$902 – – –
RDIA
216
RE Dickinson Investment Advisors
Iowa
$881 – – –
FCM
217
Fourpath Capital Management
Oklahoma
$813 +$824 +36 New
PA
218
Pineridge Advisors
Missouri
$767 – – –
IA
219
IFP Advisors
Florida
$745 -$2.06K -90 -73%
OC
220
Oakworth Capital
Alabama
$722 – – –
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$700 -$69 -3 -9%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$678 +$46 +2 +7%
CFO
223
CVA Family Office
Colorado
$632 +$229 +10 +56%
OA
224
Operose Advisors
Wisconsin
$609 – – –
PWMG
225
Prestige Wealth Management Group
New Jersey
$588 -$23 -1 -4%