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Name Holding Trade Value Shares
Change
Change in
Stake
TCG
301
Transcendent Capital Group
Oklahoma
$8.74K
RTL
302
Red Tortoise LLC
Georgia
$8.6K
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.56K -$59.5K -2,912 -86%
CT
304
Colonial Trust
South Carolina
$8.39K
LJHT
305
Laurie J. Hall Trustee
$8K +$7.83K +383 New
FCA
306
FinTrust Capital Advisors
South Carolina
$7.52K +$838 +41 +12%
FCAS
307
First Command Advisory Services
Texas
$7.38K +$7.42K +363 New
KWAG
308
Kiely Wealth Advisory Group
North Carolina
$7.33K
WT
309
Washington Trust
Rhode Island
$7.28K
BCWM
310
Bartlett & Co Wealth Management
Ohio
$7.13K
EB
311
Eastern Bank
Massachusetts
$6.89K +$6.93K +339 New
RDFA
312
Ritter Daniher Financial Advisory
Ohio
$6.6K
MSFP
313
Mark Sheptoff Financial Planning
Connecticut
$6.56K
CNBTD
314
Citizens National Bank Trust Department
Mississippi
$6.5K
CTWM
315
Cherry Tree Wealth Management
Minnesota
$6.18K
AW
316
Avion Wealth
Texas
$6K -$388 -19 -6%
EWA
317
EverSource Wealth Advisors
Alabama
$5.92K +$1.55K +76 +35%
WWP
318
WR Wealth Planners
Missouri
$5.8K +$82 +4 +1%
CAM
319
Creekmur Asset Management
Illinois
$5.47K
MG
320
Mather Group
Illinois
$5.45K -$5.11K -250 -48%
TF
321
Tompkins Financial
New York
$5.36K
SIS
322
Sound Income Strategies
Florida
$5.26K -$818 -40 -13%
GJWM
323
Gilliland Jeter Wealth Management
Arkansas
$5.12K
SL
324
Salomon & Ludwin
Virginia
$5.08K
SAM
325
Smartleaf Asset Management
Massachusetts
$5.01K +$4.25K +208 +612%