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Albemarle

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
901
Glassman Wealth Services
Virginia
$39.5K -$6.75K -33 -16%
GWM
902
Geneos Wealth Management
Colorado
$39.5K
AWA
903
Artemis Wealth Advisors
New York
$39.1K +$3.07K +15 +9%
RTC
904
Riverview Trust Company
Washington
$39K
HBW
905
Hazlett, Burt & Watson
West Virginia
$38K
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$6.54K +32 +24%
PHAM
907
Portland Hill Asset Management
United Kingdom
$36K +$33.3K +163 New
TFM
908
TFC Financial Management
Massachusetts
$35K +$20.5K +100 +175%
WT
909
Washington Trust
Rhode Island
$35K
AWM
910
AllSquare Wealth Management
New York
$34.7K +$16.4K +80 +87%
TF
911
Tompkins Financial
New York
$34.6K +$1.02K +5 +3%
SSG
912
Summit Securities Group
New York
$34K -$15.5K -76 -33%
PP
913
PrairieView Partners
Minnesota
$34K +$31.3K +153 +15,300%
SFCL
914
Strengthening Families & Communities LLC
Massachusetts
$32K +$29.2K +143 New
CFO
915
CVA Family Office
Colorado
$30.1K +$4.09K +20 +17%
BBPWM
916
Blue Bell Private Wealth Management
Pennsylvania
$29.2K
CAC
917
Core Alternative Capital
Georgia
$28.3K +$614 +3 +2%
CSB
918
City State Bank
Iowa
$28K
WWM
919
Wolff Wiese Magana
California
$27.4K
CA
920
Clearstead Advisors
Ohio
$26.3K +$10.8K +53 +82%
GWMIA
921
Global Wealth Management Investment Advisory
Florida
$24.5K +$22.5K +110 New
VWM
922
Venturi Wealth Management
Texas
$24.1K +$409 +2 +2%
LC
923
Lindbrook Capital
California
$23.9K -$21.9K -107 -50%
TWM
924
Tradition Wealth Management
Minnesota
$23K +$21.3K +104 New
KA
925
Kozak & Associates
Colorado
$22.9K