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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
801
HC Financial Advisors
California
$20K
BAM
802
Baldrige Asset Management
Pennsylvania
$19K
CPFP
803
Clear Perspectives Financial Planning
Ohio
$17K +$15.4K +125 New
LB
804
Legacy Bridge
Iowa
$15K
ZB
805
Zions Bancorporation
Utah
$15K
WT
806
Washington Trust
Rhode Island
$15K +$2.21K +18 +18%
EBA
807
Eagle Bay Advisors
New York
$14K -$9.47K -77 -41%
TFO
808
Tarbox Family Office
California
$14K -$123 -1 -1%
PB
809
Pinnacle Bancorp
Nebraska
$14K
TF
810
TimeScale Financial
Massachusetts
$14K
TWM
811
Tradition Wealth Management
Minnesota
$14K +$492 +4 +4%
C
812
Covestor
United Kingdom
$14K +$12.5K +102 New
WPA
813
West Paces Advisors
Georgia
$13.3K
DAM
814
Delta Asset Management
Tennessee
$13K
FCA
815
FinTrust Capital Advisors
South Carolina
$13K
NFG
816
Next Financial Group
Texas
$13K +$6.4K +52 +113%
RG
817
Retirement Group
California
$13K +$12.3K +100 New
TLCM
818
Twin Lakes Capital Management
California
$13K +$12.3K +100 New
SC
819
Stephens Consulting
Michigan
$12.6K +$11.7K +95 New
WAM
820
WFA Asset Management
Wisconsin
$12.1K +$11.2K +91 New
FRA
821
Front Row Advisors
California
$12K -$246 -2 -2%
LWA
822
Lenox Wealth Advisors
New York
$12K +$984 +8 +10%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$12K +$1.23K +10 +13%
BIA
824
Bell Investment Advisors
California
$11K -$1.11K -9 -10%
SN
825
Sittner & Nelson
Oregon
$11K