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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
776
Ropes Wealth Advisors
Massachusetts
$6K -$1.5K -17 -20%
BWP
777
Baldwin Wealth Partners
Massachusetts
$6K – – –
RBC
778
Roble Belko & Company
Pennsylvania
$6K – – –
HR
779
Howe & Rusling
New York
$6K +$796 +9 +18%
OBWP
780
O'Brien Wealth Partners
Massachusetts
$6K +$5.22K +59 New
FANJ
781
Financial Architects (New Jersey)
New Jersey
$5K -$97.8K -1,105 -96%
CFA
782
Carroll Financial Associates
North Carolina
$5K -$2.39K -27 -33%
SSB
783
Sandy Spring Bank
Maryland
$5K -$1.5K -17 -24%
FMP
784
Financial Management Professionals
Texas
$5K – – –
IFAM
785
Institutional & Family Asset Management
Colorado
$5K +$88 +1 +2%
MIM
786
Macroview Investment Management
Maryland
$5K +$4.34K +49 New
RMAM
787
Raab & Moskowitz Asset Management
New Jersey
$5K +$4.78K +54 New
RWM
788
Raffa Wealth Management
District of Columbia
$4.49K – – –
AA
789
AlphaMark Advisors
Kentucky
$4K – – –
BAM
790
Bruderman Asset Management
New York
$4K – – –
CPIG
791
Chicago Partners Investment Group
Illinois
$4K – – –
CC
792
Claybrook Capital
Massachusetts
$4K – – –
HIIFS
793
Harel Insurance Investments & Financial Services
Israel
$4K – – –
WA
794
WP Advisors
California
$4K – – –
APP
795
Avantax Planning Partners
Iowa
$4K +$3.63K +41 New
WF
796
WealthTrust Fairport
Ohio
$3K -$26.6K -301 -89%
GWS
797
Glassman Wealth Services
Virginia
$3K -$22.1K -250 -90%
TIM
798
Tortoise Investment Management
New York
$3K -$1.15K -13 -30%
CJA
799
C-J Advisory
California
$3K – – –
CB
800
Community Bank
New York
$3K – – –
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