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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
851
Focused Wealth Management
New York
$27K
RAM
852
Riggs Asset Management
Pennsylvania
$27K
AA
853
AlphaMark Advisors
Kentucky
$24K
LWM
854
Lenox Wealth Management
Ohio
$24K
TFA
855
Toth Financial Advisory
Virginia
$24K
YWP
856
YorkBridge Wealth Partners
New York
$24K
VIA
857
Vantage Investment Advisors
Pennsylvania
$23K
ST
858
Smithfield Trust
Pennsylvania
$21K -$2.1K -14 -8%
TL
859
TrueWealth LLC
Georgia
$21K +$9.73K +65 +71%
B
860
Bridgeworth
Alabama
$21K +$23.8K +159 New
Carson Wealth (CWM LLC)
861
Carson Wealth (CWM LLC)
Nebraska
$20K +$1.8K +12 +9%
PK
862
Pflug Koory
Nebraska
$20K +$3.74K +25 +20%
BWM
863
Baystate Wealth Management
Massachusetts
$18K +$150 +1 +0.8%
BAM
864
Bruderman Asset Management
New York
$17K -$238K -1,590 -92%
GAM
865
Gemmer Asset Management
California
$17K
HFM
866
Hartford Financial Management
Connecticut
$17K
IP
867
Isthmus Partners
Wisconsin
$17K
EWM
868
Endurance Wealth Management
Rhode Island
$16K -$150 -1 -0.8%
PW
869
Price Wealth
Texas
$16K +$9.88K +66 +140%
GFP
870
Gryphon Financial Partners
Ohio
$15K -$11.8K -79 -42%
RA
871
Rational Advisors
New York
$15K +$17.1K +114 New
VEA
872
Virtus ETF Advisers
New York
$14K
TFO
873
Tarbox Family Office
California
$14K +$449 +3 +3%
SMG
874
Spectrum Management Group
Indiana
$13K -$1.56M -10,426 -99%
CPA
875
Clear Perspective Advisors
Illinois
$13K