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Name Holding Trade Value Shares
Change
Change in
Stake
WB
451
Webster Bank
Connecticut
$75K – – –
HA
452
Herold Advisors
New York
$73K +$74.6K +1,475 New
LWP
453
Lumature Wealth Partners
Georgia
$72K – – –
CMBA
454
C.M. Bidwell & Associates
Hawaii
$67K – – –
LTI
455
Laffer Tengler Investments
Tennessee
$65.6K +$860 +17 +1%
CLOS
456
Compagnie Lombard Odier SCmA
Switzerland
$64K – – –
CA
457
Clearstead Advisors
Ohio
$55K -$4.96K -98 -8%
GRP
458
Global Retirement Partners
California
$55K – – –
GLLW
459
Graves Light Lenhart Wealth
Virginia
$53K -$50.6K -1,000 -49%
RWM
460
Raffa Wealth Management
District of Columbia
$50.1K – – –
JCM
461
Jacobi Capital Management
Pennsylvania
$50K – – –
TH
462
TCTC Holdings
Texas
$47K – – –
ECM
463
Estabrook Capital Management
New York
$45.1K – – –
BAM
464
Barrett Asset Management
New York
$43K – – –
IWP
465
IAG Wealth Partners
Wisconsin
$43K – – –
NFSG
466
Newbridge Financial Services Group
Florida
$43K +$253 +5 +0.6%
AssetMark Inc
467
AssetMark Inc
California
$41K +$20.7K +410 +98%
WQ
468
Wealth Quarterback
New Jersey
$40K +$405 +8 +1%
RFA
469
Reilly Financial Advisors
California
$40K +$5.51K +109 +16%
ADL
470
Asset Dedication LLC
California
$39K – – –
RCM
471
Ravenstone Capital Management
$38.4K +$39K +771 New
JGIA
472
Jackson Grant Investment Advisers
Connecticut
$37K – – –
PWA
473
Phoenix Wealth Advisors
North Carolina
$35K -$2.53K -50 -7%
CCC
474
Crescent Capital Consulting
Louisiana
$35K – – –
LC
475
Lindbrook Capital
California
$35K – – –