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Name Holding Trade Value Shares
Change
Change in
Stake
NR
701
Newfound Research
Massachusetts
$82K -$11.6K -388 -11%
TWM
702
Tradition Wealth Management
Minnesota
$82K +$92.1K +3,092 New
CA
703
Centerpoint Advisors
Massachusetts
$81K
DWA
704
Dougherty Wealth Advisers
Minnesota
$80K
ZB
705
Zions Bancorporation
Utah
$78K -$1.43K -48 -2%
CDIA
706
Capital Directions Investment Advisors
Georgia
$77K -$86K -2,888 Closed
SWM
707
Spire Wealth Management
Virginia
$72K -$26.4K -888 -25%
BC
708
Barrett & Company
Rhode Island
$69.4K +$136K +4,560 New
SFO
709
Standard Family Office
South Dakota
$63K +$70.3K +2,360 New
KFS
710
Kelly Financial Services
Massachusetts
$58.5K
WTA
711
Washington Trust Advisors
Massachusetts
$54K +$3.69K +124 +7%
BTI
712
Blue Trust Inc
Georgia
$54K +$21.4K +720 +56%
WPWM
713
Western Pacific Wealth Management
Illinois
$53K +$57.6K +1,936 +2,547%
1832 Asset Management
714
1832 Asset Management
Ontario, Canada
$52K +$1.43K +48 +3%
TWA
715
TCI Wealth Advisors
Arizona
$50K +$834 +28 +2%
JWA
716
JFS Wealth Advisors
Pennsylvania
$49K -$5.36K -180 -9%
TFS
717
TrustCore Financial Services
Tennessee
$48K +$7.5K +252 +16%
PTC
718
Private Trust Company
Ohio
$48K +$9.17K +308 +21%
CP
719
Castleview Partners
Texas
$48K +$29.9K +1,004 +126%
GWS
720
Glassman Wealth Services
Virginia
$47K +$12K +404 +30%
EBA
721
Eagle Bay Advisors
New York
$46K -$357 -12 -0.7%
CCM
722
Covington Capital Management
California
$46K +$2.02K +68 +4%
SC
723
Solstein Capital
California
$45K
BWA
724
BDO Wealth Advisors
Florida
$43K +$39.3K +1,320 +429%
CCA
725
Column Capital Advisors
Indiana
$37K