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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
976
Red Door Wealth Management
Tennessee
$47K +$48K +880 New
FP
977
Financial Perspectives
Minnesota
$46.4K
DWA
978
Delos Wealth Advisors
Texas
$44K +$44.9K +823 New
LSA
979
Leonteq Securities AG
Switzerland
$43.1K -$451K -8,272 -91%
ARMC
980
American Research & Management Company
Massachusetts
$43K +$43.6K +800 New
CA
981
Crewe Advisors
Utah
$41K
AWA
982
Arkadios Wealth Advisors
Georgia
$40K -$11.8K -217 -22%
SB
983
Strategic Blueprint
Georgia
$39K +$39.9K +732 New
AFS
984
Annapolis Financial Services
Maryland
$38K
RCA
985
Ranch Capital Advisors
Florida
$38K
LCM
986
Logan Capital Management
Pennsylvania
$38K +$38.6K +707 New
BFC
987
Bedel Financial Consulting
Indiana
$37K
BWP
988
Baldwin Wealth Partners
Massachusetts
$35K
RIM
989
Rockbridge Investment Management
New York
$35K
BWM
990
Baystate Wealth Management
Massachusetts
$34K +$164 +3 +0.5%
SWA
991
SOA Wealth Advisors
New York
$34K +$4.85K +89 +16%
WBC
992
West Branch Capital
Massachusetts
$34K +$35K +641 New
FA
993
Financial Advantage
Maryland
$33K
HR
994
Howe & Rusling
New York
$33K
TFO
995
Tarbox Family Office
California
$33K
BCM
996
Bourgeon Capital Management
Connecticut
$33K +$164 +3 +0.5%
AA
997
Addison Advisors
Vermont
$33K +$33.9K +622 New
SGAM
998
Smith Group Asset Management
Texas
$32K -$6.6K -121 -17%
LF
999
Lee Financial
Texas
$32K
WB
1000
Webster Bank
Connecticut
$32K