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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
601
Delta Asset Management
Tennessee
$7K
RAM
602
Riggs Asset Management
Pennsylvania
$7K
VFA
603
Valeo Financial Advisors
Indiana
$7K
ACM
604
Armbruster Capital Management
New York
$7K +$7.18K +317 New
FWM
605
Focused Wealth Management
New York
$6K -$2.58K -114 -30%
AF
606
Allworth Financial
California
$6K
LF
607
Lee Financial
Texas
$6K
LBG
608
Lloyds Banking Group
United Kingdom
$6K
OIA
609
OneDigital Investment Advisors
Kansas
$6K
PGWM
610
Parisi Gray Wealth Management
New Jersey
$6K +$6.21K +274 New
FMTCOCP
611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.77K
CIM
612
Contravisory Investment Management
Massachusetts
$5K
MWM
613
MinichMacGregor Wealth Management
New York
$5K
GFP
614
Gryphon Financial Partners
Ohio
$5K +$5.26K +232 New
AWM
615
Aevitas Wealth Management
Massachusetts
$5K +$5.42K +239 New
MA
616
MUFG Americas
New York
$4K -$3.72K -164 -46%
CCM
617
Cribstone Capital Management
Maine
$4K
DBT
618
Dubuque Bank & Trust
Iowa
$4K
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
LNB
620
Ledyard National Bank
$4K
MCM
621
MV Capital Management
Maryland
$4K
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$4K
PFSC
623
Peoples Financial Services Corp
Pennsylvania
$4K
QAM
624
QCI Asset Management
New York
$4K
SFSIG
625
San Francisco Sentry Investment Group
California
$4K