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Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Caldwell Trust
Florida
$19.3K
DKCM
702
Davidson Kempner Capital Management
New York
$19K +$18.6K +100 New
WR
703
Watson Rebecca
$19K +$18.6K +100 New
SWA
704
Sutton Wealth Advisors
Florida
$18.3K +$745 +4 +4%
AF
705
Advisornet Financial
Minnesota
$17K -$58K -311 -78%
Loomis, Sayles & Company
706
Loomis, Sayles & Company
Massachusetts
$17K -$745 -4 -4%
AWM
707
Apollon Wealth Management
South Carolina
$14K +$13.4K +72 New
RFA
708
Reilly Financial Advisors
California
$13K
BWA
709
Burt Wealth Advisors
Maryland
$13K +$1.12K +6 +9%
TCOV
710
Trust Company of Vermont
Vermont
$12K
TF
711
Tompkins Financial
New York
$11K
SGAM
712
Smith Group Asset Management
Texas
$11K +$1.86K +10 +20%
CWC
713
Carolinas Wealth Consulting
North Carolina
$11K +$10.2K +55 New
HF
714
Halpern Financial
Virginia
$10.2K +$9.88K +53 New
TFO
715
Tarbox Family Office
California
$10K -$12.1K -65 -55%
AF
716
Allworth Financial
California
$10K
SIM
717
Sonora Investment Management
Arizona
$10K
WCG
718
Weaver Consulting Group
California
$9K
JWM
719
Janiczek Wealth Management
Colorado
$9K +$8.39K +45 New
CFD
720
Creative Financial Designs
Indiana
$9K +$8.57K +46 New
KWM
721
Keebeck Wealth Management
Illinois
$9K +$9.5K +51 New
SSB
722
Sandy Spring Bank
Maryland
$8K -$2.05K -11 -21%
RDWM
723
Red Door Wealth Management
Tennessee
$8K
VNA
724
Valley National Advisers
Pennsylvania
$8K
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$8K +$1.3K +7 +22%