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Name Holding Trade Value Shares
Change
Change in
Stake
DSC
576
Duncker Streett & Co
Missouri
$11K
FWM
577
Focused Wealth Management
New York
$11K
VIA
578
Vantage Investment Advisors
Pennsylvania
$11K
RWM
579
Raffa Wealth Management
District of Columbia
$10K
GGPS
580
Gary Goldberg Planning Services
New York
$10K
Federated Hermes
581
Federated Hermes
Pennsylvania
$10K +$1.74K +15 +22%
CFSG
582
Community Financial Services Group
Vermont
$10K +$9.99K +86 New
SFPIA
583
Stevens First Principles Investment Advisors
California
$8K
TRCT
584
Tower Research Capital (TRC)
New York
$8K +$7.79K +67 New
OIA
585
Optimum Investment Advisors
Illinois
$7K
MPWT
586
MassMutual Private Wealth & Trust
Connecticut
$6.62K -$1.05K -9 -13%
FNBSF
587
First National Bank Sioux Falls
South Dakota
$6K
JFA
588
JNBA Financial Advisors
Minnesota
$6K
S
589
SignatureFD
Georgia
$6K +$6.28K +54 New
OC
590
Oakworth Capital
Alabama
$5K
PSC
591
Prentiss Smith & Co
Vermont
$4K +$3.6K +31 New
CAW
592
Cornerstone Advisors (Washington)
Washington
$4K +$3.72K +32 New
MCM
593
MV Capital Management
Maryland
$3K +$3.49K +30 New
ACS
594
Archford Capital Strategies
Illinois
$2K
Loomis, Sayles & Company
595
Loomis, Sayles & Company
Massachusetts
$1K
MWP
596
MYCIO Wealth Partners
Pennsylvania
$1K
NDSI
597
Newman Dignan & Sheerar Inc
Rhode Island
$205
BRWA
598
B. Riley Wealth Advisors
Florida
$112 +$114K +979 New
WRF
599
Waddell & Reed Financial
Kansas
-$20.2M -174,750 Closed
PWM
600
Patriot Wealth Management
Texas
-$5.5M -47,682 Closed