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Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
676
TD Ameritrade Investment Management
Nebraska
$19K -$1.24K -9 -6%
FWM
677
Focused Wealth Management
New York
$19K -$138 -1 -0.7%
WPA
678
West Paces Advisors
Georgia
$18.5K
ST
679
Smithfield Trust
Pennsylvania
$18K
FFA
680
Freedman Financial Associates
Massachusetts
$16K
EWA
681
EverSource Wealth Advisors
Alabama
$16K +$9.11K +66 +120%
LWA
682
Lenox Wealth Advisors
New York
$15K -$967 -7 -6%
AA
683
Ancora Advisors
Ohio
$15K
GCM
684
Gables Capital Management
Florida
$15K
JGIA
685
Jackson Grant Investment Advisers
Connecticut
$15K
TWA
686
TCI Wealth Advisors
Arizona
$14K -$138 -1 -0.9%
SWA
687
SOA Wealth Advisors
New York
$14K
WA
688
Win Advisors
Florida
$14K +$14.1K +102 New
AIP
689
Ahrens Investment Partners
Louisiana
$13K
M
690
MOTCO
Texas
$13K
SWM
691
Sugarloaf Wealth Management
Georgia
$13K
TCM
692
Tradewinds Capital Management
Washington
$13K
SIC
693
SJS Investment Consulting
Ohio
$13K +$276 +2 +2%
JWA
694
JFS Wealth Advisors
Pennsylvania
$13K +$967 +7 +8%
PWP
695
Pursue Wealth Partners
California
$12.7K +$13.9K +101 New
FP
696
Financial Perspectives
Minnesota
$11.7K
AWA
697
Aaron Wealth Advisors
Illinois
$11.4K +$11.9K +86 New
Baillie Gifford & Co
698
Baillie Gifford & Co
United Kingdom
$11K
CFO
699
CVA Family Office
Colorado
$9K -$2.76K -20 -24%
RA
700
Rise Advisors
New York
$9K +$138 +1 +1%