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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
901
Hazlett, Burt & Watson
West Virginia
$38K +$36.6K +175 New
EPW
902
Evergreen Private Wealth
Colorado
$37.4K +$36.4K +174 New
RIL
903
Rothschild Investment LLC
Illinois
$36.3K +$1.46K +7 +4%
MCM
904
Manchester Capital Management
Vermont
$36.1K – – –
Smithfield Trust
905
Smithfield Trust
Pennsylvania
$36K – – –
SCA
906
Stuart Chaussee & Associates
California
$35K – – –
CIA
907
Cape Investment Advisory
Georgia
$34.4K -$11.7K -56 -26%
JWA
908
JFS Wealth Advisors
Pennsylvania
$33.8K +$418 +2 +1%
SSB
909
Sandy Spring Bank
Maryland
$32.9K -$2.3K -11 -7%
TWD
910
True Wealth Design
Ohio
$32K +$29.7K +142 +2,029%
OAJ
911
Ogorek Anthony Joseph
New York
$32K +$209 +1 +0.7%
Larson Financial Group
912
Larson Financial Group
Missouri
$26.2K +$3.35K +16 +15%
Bogart Wealth LLC
913
Bogart Wealth LLC
Virginia
$26K +$20.1K +96 +384%
VWA
914
Valued Wealth Advisors
Utah
$25.3K -$209 -1 -0.8%
MFA
915
McClarren Financial Advisors
Pennsylvania
$25K -$16.3K -78 -40%
CWP
916
Concord Wealth Partners
Virginia
$23.9K +$23.2K +111 New
OC
917
Oakworth Capital
Alabama
$23.4K – – –
SL
918
Salomon & Ludwin
Virginia
$23K +$11.1K +53 +98%
Lazard Asset Management
919
Lazard Asset Management
New York
$23K – – –
CT
920
Clearstead Trust
Maine
$22.8K – – –
HT
921
Headlands Technologies
Illinois
$22.8K +$22.2K +106 New
CA
922
Continuum Advisory
Idaho
$22.1K -$418 -2 -2%
WWM
923
Wolff Wiese Magana
California
$21.5K – – –
BWP
924
Baldwin Wealth Partners
Massachusetts
$20.9K +$18.6K +89 +1,113%
IBOK
925
Independence Bank of Kentucky
Kentucky
$20.4K – – –