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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1376
HHM Wealth Advisors
Tennessee
$14.5K – – –
ATC
1377
Advantage Trust Company
Kansas
$14.2K – – –
GWM
1378
Greenline Wealth Management
Florida
$13.6K +$15.2K +108 New
VWA
1379
VSM Wealth Advisory
Maryland
$13.5K +$15.1K +107 New
FMTCOCP
1380
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
AEPWM
1381
Atlantic Edge Private Wealth Management
Florida
$12.6K – – –
EWM
1382
Evolution Wealth Management
Florida
$12.6K – – –
BFPW
1383
BOK Financial Private Wealth
Colorado
$12.6K +$14.1K +100 New
CJ
1384
Caitlin John
Michigan
$12.6K +$14.1K +100 New
PMFA
1385
Plante Moran Financial Advisors
Michigan
$12.5K – – –
GBT
1386
Grove Bank & Trust
Florida
$12.2K +$986 +7 +8%
KBFS
1387
Kohmann Bosshard Financial Services
Ohio
$12.1K +$13.7K +97 New
SR
1388
Swiss Re
Switzerland
$12.1K +$13.5K +96 New
HWM
1389
HighMark Wealth Management
Minnesota
$12K +$3.52K +25 +36%
MSWA
1390
Marshall & Sterling Wealth Advisors
New York
$11.7K +$8.03K +57 +158%
NECFA
1391
New England Capital Financial Advisors
Connecticut
$11.5K – – –
VWWMG
1392
Vermillion & White Wealth Management Group
Pennsylvania
$11.3K – – –
FCAS
1393
First Command Advisory Services
Texas
$11.3K +$12.7K +90 New
WFA
1394
West Financial Advisors
Iowa
$11K +$12.3K +87 New
CIAS
1395
CBIZ Investment Advisory Services
Ohio
$10.6K – – –
SFCL
1396
Strengthening Families & Communities LLC
Massachusetts
$10.1K +$11.3K +80 New
A
1397
Allianz
Germany
$10.1K -$93K -660 -89%
JSAM
1398
J. Safra Asset Management
New York
$10.1K -$31.1K -221 -73%
CFS
1399
CGC Financial Services
Oregon
$9.95K – – –
TCM
1400
TD Capital Management
Tennessee
$9.95K – – –