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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$4.96K +$1.42K +10 +45%
EP
327
Essential Partners
California
$4.5K
CTA
328
Colonial Trust Advisors
South Carolina
$4.34K +$3.98K +28 New
CCWM
329
Cassaday & Co Wealth Management
Virginia
$4.19K +$3.84K +27 New
SIC
330
SJS Investment Consulting
Ohio
$4.03K +$2.99K +21 +420%
CA
331
Clearstead Advisors
Ohio
$4.03K +$3.7K +26 New
LI
332
LRI Investments
Florida
$3.57K -$1.99K -14 -38%
BBHC
333
Brown Brothers Harriman & Co
New York
$3.57K
EWM
334
Evermay Wealth Management
Virginia
$3.26K
CFO
335
CVA Family Office
Colorado
$3.1K +$1.71K +12 +150%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$2.64K
CA
337
CoreCap Advisors
Michigan
$2.48K +$2.27K +16 New
JWA
338
JFS Wealth Advisors
Pennsylvania
$2.17K +$711 +5 +56%
TFA
339
Transamerica Financial Advisors
Florida
$2.02K
FFO
340
Fortitude Family Office
Arizona
$1.71K
CA
341
Continuum Advisory
Idaho
$1.55K +$1.42K +10 New
TFA
342
Toth Financial Advisory
Virginia
$1.4K +$1.28K +9 New
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$1.25K -$711 -5 -38%
AW
344
Ankerstar Wealth
Texas
$1.08K
MB
345
MidFirst Bank
Oklahoma
$1.08K
APFP
346
Action Point Financial Planning
Michigan
$1.08K +$996 +7 New
PMFA
347
Plante Moran Financial Advisors
Michigan
$1.08K +$996 +7 New
GWM
348
Gilpin Wealth Management
Colorado
$931
BGAI
349
Bruce G. Allen Investments
Colorado
$930
CFM
350
Cornerstone Financial Management
Massachusetts
$930 +$853 +6 New