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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
726
Tradition Wealth Management
Minnesota
$10K +$9.18K +350 New
FHC
727
First Horizon Corporation
Tennessee
$9K – – –
BWL
728
Bogart Wealth LLC
Virginia
$8K – – –
CAM
729
CenterStar Asset Management
Illinois
$8K – – –
LGA
730
Lebenthal Global Advisors
New York
$8K +$7.87K +300 New
M1FG
731
Mach-1 Financial Group
Arkansas
$8K +$7.87K +300 New
CWAF
732
Core Wealth Advisors (Florida)
Florida
$7K – – –
LWM
733
Liberty Wealth Management
California
$7K – – –
BHWM
734
Bay Harbor Wealth Management
Maryland
$7K +$6.56K +250 New
FPS
735
Fieldpoint Private Securities
Connecticut
$7K +$6.56K +250 New
RWM
736
Raffa Wealth Management
District of Columbia
$6.93K +$2.62K +100 +67%
BWA
737
Burt Wealth Advisors
Maryland
$6K – – –
RCA
738
Ranch Capital Advisors
Florida
$6K – – –
SFA
739
Semmax Financial Advisors
North Carolina
$6K – – –
SSB
740
Sandy Spring Bank
Maryland
$6K +$2.62K +100 +100%
FF
741
FourThought Financial
Florida
$5K +$5.25K +200 New
FCH
742
Freestone Capital Holdings
Washington
$4.16K – – –
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$4K -$28.9K -1,100 -88%
CFD
744
Creative Financial Designs
Indiana
$4K – – –
FMP
745
Financial Management Professionals
Texas
$4K – – –
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
MA
747
MUFG Americas
New York
$4K +$3.94K +150 New
BWM
748
Baystate Wealth Management
Massachusetts
$3K – – –
CTC
749
Central Trust Company
Missouri
$3K – – –
CT
750
Clearstead Trust
Maine
$3K – – –