Name Holding Trade Value Shares
Change
Change in
Stake
MDA
501
Minot DeBlois Advisors
Massachusetts
$6.92K +$9.61K +100 New
TIM
502
Tortoise Investment Management
New York
$6.58K – – –
DAM
503
Delta Asset Management
Tennessee
$6.3K – – –
JWA
504
JFS Wealth Advisors
Pennsylvania
$6.09K -$288 -3 -3%
VWM
505
Venturi Wealth Management
Texas
$6.02K +$6.34K +66 +314%
CFO
506
CVA Family Office
Colorado
$5.88K -$34.5K -359 -81%
EB
507
Eastern Bank
Massachusetts
$5.67K – – –
BC
508
Barrett & Company
Rhode Island
$5.54K – – –
AA
509
Addison Advisors
Vermont
$5.33K +$7.4K +77 New
ZB
510
Zions Bancorporation
Utah
$5.19K – – –
ME
511
McIlrath & Eck
Washington
$5.19K +$7.21K +75 New
HFS
512
Hantz Financial Services
Michigan
$5K -$1.44K -15 -19%
HIMS
513
Hager Investment Management Services
New Hampshire
$4.84K +$6.73K +70 New
MAM
514
Meeder Asset Management
Ohio
$4.78K -$2.21K -23 -25%
SSB
515
Sandy Spring Bank
Maryland
$4.5K – – –
BIA
516
Bell Investment Advisors
California
$4.5K +$2.98K +31 +91%
SO
517
Sierra Ocean
California
$4.43K +$6.15K +64 New
PWMG
518
Private Wealth Management Group
New Jersey
$4.43K +$6.15K +64 New
GA
519
GoalVest Advisory
New York
$4.43K – – –
WWP
520
WR Wealth Planners
Missouri
$4.22K -$17.2K -179 -75%
GKIM
521
GW&K Investment Management
Massachusetts
$4K +$1.34K +14 +27%
CIAM
522
Caitong International Asset Management
Hong Kong
$3.53K +$4.9K +51 New
HNB
523
Hilltop National Bank
Wyoming
$3.46K – – –
PWMG
524
Prestige Wealth Management Group
New Jersey
$3.18K -$1.06K -11 -19%
HCM
525
Hollencrest Capital Management
California
$3.04K +$4.23K +44 New