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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1101
AllSquare Wealth Management
New York
$20.5K – – –
CT
1102
Caldwell Trust
Florida
$20.5K +$19.9K +225 New
FFL
1103
Financial Freedom LLC
Ohio
$20.4K +$88 +1 +0.4%
MAM
1104
Meeder Asset Management
Ohio
$20K -$2.48K -28 -11%
TWD
1105
True Wealth Design
Ohio
$20K +$9.73K +110 +100%
FFO
1106
Fortitude Family Office
Arizona
$19.6K +$531 +6 +3%
GLF
1107
Groupe la Francaise
France
$19.4K -$125K -1,408 -87%
ATC
1108
Adirondack Trust Company
New York
$18.8K – – –
JWA
1109
JFS Wealth Advisors
Pennsylvania
$18.4K – – –
CWM
1110
Crowley Wealth Management
Delaware
$18.2K – – –
SNB
1111
Security National Bank
Nebraska
$18.2K – – –
OCM
1112
Osterweis Capital Management
California
$18K – – –
FIA
1113
FNY Investment Advisers
New York
$18K +$18K +204 New
FRA
1114
Front Row Advisors
California
$17.7K – – –
APW
1115
Aventura Private Wealth
Florida
$17.7K +$17.2K +195 New
AP
1116
Atwood & Palmer
Missouri
$17.5K – – –
SIC
1117
SJS Investment Consulting
Ohio
$17.3K +$13.7K +155 +443%
PC
1118
Promus Capital
Illinois
$17.1K – – –
CPG
1119
Cornerstone Planning Group
New Jersey
$16.7K +$2.12K +24 +14%
HFM
1120
Hartford Financial Management
Connecticut
$15.9K -$884 -10 -5%
MWM
1121
Mascoma Wealth Management
New Hampshire
$15.7K – – –
BI
1122
Binnacle Investments
Iowa
$15.7K +$9.99K +113 +188%
AEPWM
1123
Atlantic Edge Private Wealth Management
Florida
$15.6K – – –
BP
1124
BNP Paribas
France
$15.6K – – –
BAM
1125
Byrne Asset Management
New Jersey
$15.3K +$14.9K +168 New