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Name Holding Trade Value Shares
Change
Change in
Stake
M
751
MOTCO
Texas
$9K +$8.7K +6 New
SSB
752
Sandy Spring Bank
Maryland
$8K
CCA
753
Column Capital Advisors
Indiana
$7K -$1.45K -1 -17%
IF
754
Ironwood Financial
Arizona
$7K
WT
755
Washington Trust
Rhode Island
$7K
MPWT
756
MassMutual Private Wealth & Trust
Connecticut
$7K +$5.8K +4 +400%
JCM
757
Jacobi Capital Management
Pennsylvania
$7K +$7.25K +5 New
SWM
758
Sugarloaf Wealth Management
Georgia
$7K +$7.25K +5 New
SFA
759
Semmax Financial Advisors
North Carolina
$6K -$125K -86 -96%
BWM
760
Baystate Wealth Management
Massachusetts
$6K
EWA
761
Evolution Wealth Advisors
Florida
$6K
FMP
762
Financial Management Professionals
Texas
$6K
BFC
763
Bedel Financial Consulting
Indiana
$6K +$5.8K +4 New
AWA
764
Arkadios Wealth Advisors
Georgia
$5K +$1.45K +1 +33%
EBA
765
Eagle Bay Advisors
New York
$5K +$4.35K +3 New
BA
766
Bellwether Advisors
Nebraska
$4K
CHA
767
Carmichael Hill & Associates
Maryland
$4K
CWA
768
Clearview Wealth Advisors
Oregon
$4K
RFA
769
Reilly Financial Advisors
California
$4K
AF
770
Advisornet Financial
Minnesota
$4K +$1.45K +1 +50%
GFPC
771
Global Financial Private Client
Florida
$3.05K
EI
772
Ellevest Inc
New York
$3K -$46.4K -32 -94%
CA
773
Clearstead Advisors
Ohio
$3K -$8.7K -6 -75%
AssetMark Inc
774
AssetMark Inc
California
$3K -$5.8K -4 -67%
BWA
775
BDO Wealth Advisors
Florida
$3K