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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cordant Inc
Oregon
$6K +$5.92K +25 New
MCC
502
Money Concepts Capital
Florida
$6K +$5.92K +25 New
PCG
503
Private Capital Group
Connecticut
$5K -$237 -1 -5%
ME
504
McIlrath & Eck
Washington
$5K – – –
OC
505
Oakworth Capital
Alabama
$5K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$5K – – –
SBL
507
Sargent Bickham Lagudis
Colorado
$5K – – –
MassMutual Private Wealth & Trust
508
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.21K +22 New
Spire Wealth Management
509
Spire Wealth Management
Virginia
$4K -$274K -1,158 -99%
GAM
510
Gemmer Asset Management
California
$4K – – –
VNA
511
Valley National Advisers
Pennsylvania
$4K – – –
FPS
512
Fieldpoint Private Securities
Connecticut
$4K +$2.37K +10 +125%
SC
513
Schubert & Co
Texas
$4K +$2.37K +10 +167%
CT
514
Cambridge Trust
Massachusetts
$3K -$7.58K -32 -70%
EI
515
Ellevest Inc
New York
$3K +$2.61K +11 New
DI
516
Disciplined Investments
Oklahoma
$3K +$2.84K +12 New
IndexIQ Advisors
517
IndexIQ Advisors
New York
$3K +$3.08K +13 New
RWM
518
Raffa Wealth Management
District of Columbia
$2.49K – – –
TFO
519
Tarbox Family Office
California
$2K -$10.4K -44 -86%
ZIG
520
Zullo Investment Group
Pennsylvania
$2K -$1.42K -6 -43%
BWA
521
BDO Wealth Advisors
Florida
$2K – – –
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$2K – – –
QC
523
Quent Capital
New York
$2K – – –
Washington Trust
524
Washington Trust
Rhode Island
$2K – – –
Whittier Trust
525
Whittier Trust
California
$2K – – –