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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
476
Cheviot Value Management
California
$945 +$897 +25 New
First Command Advisory Services
477
First Command Advisory Services
Texas
$845 +$933 +26 New
SouthState Corp
478
SouthState Corp
Florida
$781 +$861 +24 New
Loring Wolcott & Coolidge Fiduciary Advisors
479
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$708 – – –
NC
480
NewSquare Capital
Pennsylvania
$683 +$753 +21 New
KWM
481
Kiker Wealth Management
Georgia
$650 +$717 +20 New
PPA
482
Painted Porch Advisors
California
$650 +$717 +20 New
STB
483
S&T Bank
Pennsylvania
$585 +$646 +18 New
SIC
484
SJS Investment Consulting
Ohio
$521 +$430 +12 +300%
AP
485
Aspect Partners
Virginia
$488 +$538 +15 New
CWM
486
Copia Wealth Management
Oregon
$455 – – –
Ancora Advisors
487
Ancora Advisors
Ohio
$423 – – –
FFO
488
Fortitude Family Office
Arizona
$423 – – –
WWM
489
Wolff Wiese Magana
California
$358 – – –
DPW
490
DiNuzzo Private Wealth
Pennsylvania
$358 +$287 +8 +267%
CFS
491
CGC Financial Services
Oregon
$325 – – –
AWM
492
Abound Wealth Management
Tennessee
$98 +$108 +3 New
HIA
493
HFM Investment Advisors
New Jersey
$66 +$72 +2 New
PA
494
Pineridge Advisors
Missouri
$65 -$3.59K -100 -98%
Mather Group
495
Mather Group
Illinois
$65 +$72 +2 New
PWM
496
Parkworth Wealth Management
California
$33 – – –
OP
497
ORG Partners
Indiana
$33 +$36 +1 New
BHWM
498
Bay Harbor Wealth Management
Maryland
$32 +$36 +1 New
Bridgewater Associates
499
Bridgewater Associates
Connecticut
– -$21.8M -650,708 Closed
Ghisallo Capital Management
500
Ghisallo Capital Management
Massachusetts
– -$16.1M -479,520 Closed