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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1376
Greenline Wealth Management
Florida
$13.6K +$15.2K +108 New
VWA
1377
VSM Wealth Advisory
Maryland
$13.5K +$15.1K +107 New
FMTCOCP
1378
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
AEPWM
1379
Atlantic Edge Private Wealth Management
Florida
$12.6K
EWM
1380
Evolution Wealth Management
Florida
$12.6K
BFPW
1381
BOK Financial Private Wealth
Colorado
$12.6K +$14.1K +100 New
CJ
1382
Caitlin John
Michigan
$12.6K +$14.1K +100 New
PMFA
1383
Plante Moran Financial Advisors
Michigan
$12.5K
GBT
1384
Grove Bank & Trust
Florida
$12.2K +$986 +7 +8%
KBFS
1385
Kohmann Bosshard Financial Services
Ohio
$12.1K +$13.7K +97 New
SR
1386
Swiss Re
Switzerland
$12.1K +$13.5K +96 New
HWM
1387
HighMark Wealth Management
Minnesota
$12K +$3.52K +25 +36%
MSWA
1388
Marshall & Sterling Wealth Advisors
New York
$11.7K +$8.03K +57 +158%
NECFA
1389
New England Capital Financial Advisors
Connecticut
$11.5K
VWWMG
1390
Vermillion & White Wealth Management Group
Pennsylvania
$11.3K
FCAS
1391
First Command Advisory Services
Texas
$11.3K +$12.7K +90 New
WFA
1392
West Financial Advisors
Iowa
$11K +$12.3K +87 New
CIAS
1393
CBIZ Investment Advisory Services
Ohio
$10.6K
SFCL
1394
Strengthening Families & Communities LLC
Massachusetts
$10.1K +$11.3K +80 New
A
1395
Allianz
Germany
$10.1K -$93K -660 -89%
JSAM
1396
J. Safra Asset Management
New York
$10.1K -$31.1K -221 -73%
CFS
1397
CGC Financial Services
Oregon
$9.95K
TCM
1398
TD Capital Management
Tennessee
$9.95K
TF
1399
Tompkins Financial
New York
$9.95K
IWM
1400
IMG Wealth Management
Florida
$9.95K +$7.18K +51 +182%