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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
851
Concord Wealth Partners
Virginia
$15K +$2.91K +121 +24%
RWM
852
RBA Wealth Management
California
$14K +$13.8K +575 New
BAM
853
Bellevue Asset Management
Washington
$14K
TC
854
Truvestments Capital
Florida
$14K +$7.22K +300 +100%
MWM
855
Mascoma Wealth Management
New Hampshire
$14K +$13.7K +569 New
CP
856
Corbenic Partners
Pennsylvania
$13K
FHC
857
First Horizon Corporation
Tennessee
$13K
GCM
858
Gables Capital Management
Florida
$11K
PCTC
859
Perkins Coie Trust Company
Washington
$11K
TCWM
860
Total Clarity Wealth Management
Illinois
$11K +$10.6K +440 New
PSIWM
861
Paradigm Strategies in Wealth Management
Minnesota
$11K +$11.1K +460 New
FMB
862
Field & Main Bank
Kentucky
$10K -$18.1K -750 -64%
EI
863
Ellevest Inc
New York
$10K -$193 -8 -2%
BEI
864
Benjamin Edwards Inc
Missouri
$10K
FPB
865
First PREMIER Bank
South Dakota
$10K
MCM
866
Manchester Capital Management
Vermont
$10K
SMG
867
Spectrum Management Group
Indiana
$10K
MAM
868
Marquette Asset Management
Minnesota
$10K +$9.63K +400 New
MAM
869
Meeder Asset Management
Ohio
$10K +$10.4K +431 New
KFS
870
Kelly Financial Services
Massachusetts
$9.14K
FIA
871
FNY Investment Advisers
New York
$9K -$10.4M -433,873 -100%
PCFFS
872
Pacific Center for Financial Services
California
$9K
RDFA
873
Ritter Daniher Financial Advisory
Ohio
$9K
Credit Agricole
874
Credit Agricole
France
$8K -$9.51K -395 -54%
CFG
875
CKW Financial Group
Hawaii
$8K