Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
CX Institutional
Indiana
$6K +$6.43K +27 New
SWA
502
Sutton Wealth Advisors
Florida
$5.25K -$953 -4 -14%
LWANC
503
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
WTA
504
Washington Trust Advisors
Massachusetts
$5K – – –
OC
505
Oakworth Capital
Alabama
$4K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$4K – – –
PCG
507
Private Capital Group
Connecticut
$4K – – –
SBL
508
Sargent Bickham Lagudis
Colorado
$4K – – –
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.67K -7 -32%
VNA
510
Valley National Advisers
Pennsylvania
$3K – – –
IRC
511
Investors Research Corp
Georgia
$3K +$3.57K +15 New
RWM
512
Raffa Wealth Management
District of Columbia
$2.1K – – –
SFG
513
Steward Financial Group
Texas
$2K -$10K -42 -81%
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$2K -$238 -1 -10%
DI
515
Disciplined Investments
Oklahoma
$2K -$238 -1 -8%
GKIM
516
GW&K Investment Management
Massachusetts
$2K – – –
ZIG
517
Zullo Investment Group
Pennsylvania
$2K – – –
BIA
518
Bell Investment Advisors
California
$2K +$1.91K +8 New
CFO
519
CVA Family Office
Colorado
$1K -$39.3K -165 -97%
HIA
520
Harbor Investment Advisory
Maryland
$1K -$11.9K -50 -91%
FPS
521
Fieldpoint Private Securities
Connecticut
$1K -$3.1K -13 -72%
WT
522
Washington Trust
Rhode Island
$1K -$476 -2 -22%
BWA
523
BDO Wealth Advisors
Florida
$1K – – –
CWC
524
Carolinas Wealth Consulting
North Carolina
$1K – – –
CB
525
CNB Bank
Pennsylvania
$1K – – –