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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
CoreCap Advisors
Michigan
$9.19K +$9.24K +452 New
TCG
302
Transcendent Capital Group
Oklahoma
$8.74K – – –
RTL
303
Red Tortoise LLC
Georgia
$8.6K – – –
LWCFA
304
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.56K -$59.5K -2,912 -86%
CT
305
Colonial Trust
South Carolina
$8.39K – – –
LJHT
306
Laurie J. Hall Trustee
$8K +$7.83K +383 New
FCA
307
FinTrust Capital Advisors
South Carolina
$7.52K +$838 +41 +12%
FCAS
308
First Command Advisory Services
Texas
$7.38K +$7.42K +363 New
KWAG
309
Kiely Wealth Advisory Group
North Carolina
$7.33K – – –
WT
310
Washington Trust
Rhode Island
$7.28K – – –
BCWM
311
Bartlett & Co Wealth Management
Ohio
$7.13K – – –
EB
312
Eastern Bank
Massachusetts
$6.89K +$6.93K +339 New
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$6.6K – – –
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$6.56K – – –
CNBTD
315
Citizens National Bank Trust Department
Mississippi
$6.5K – – –
CTWM
316
Cherry Tree Wealth Management
Minnesota
$6.18K – – –
AW
317
Avion Wealth
Texas
$6K -$388 -19 -6%
EWA
318
EverSource Wealth Advisors
Alabama
$5.92K +$1.55K +76 +35%
WWP
319
WR Wealth Planners
Missouri
$5.8K +$82 +4 +1%
CAM
320
Creekmur Asset Management
Illinois
$5.47K – – –
MG
321
Mather Group
Illinois
$5.45K -$5.11K -250 -48%
TF
322
Tompkins Financial
New York
$5.36K – – –
SIS
323
Sound Income Strategies
Florida
$5.26K -$818 -40 -13%
GJWM
324
Gilliland Jeter Wealth Management
Arkansas
$5.12K – – –
SL
325
Salomon & Ludwin
Virginia
$5.08K – – –