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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1101
Caldwell Trust
Florida
$20.5K +$19.9K +225 New
FFL
1102
Financial Freedom LLC
Ohio
$20.4K +$88 +1 +0.4%
MAM
1103
Meeder Asset Management
Ohio
$20K -$2.48K -28 -11%
TWD
1104
True Wealth Design
Ohio
$20K +$9.73K +110 +100%
FFO
1105
Fortitude Family Office
Arizona
$19.6K +$531 +6 +3%
GLF
1106
Groupe la Francaise
France
$19.4K -$125K -1,408 -87%
ATC
1107
Adirondack Trust Company
New York
$18.8K
JWA
1108
JFS Wealth Advisors
Pennsylvania
$18.4K
CWM
1109
Crowley Wealth Management
Delaware
$18.2K
SNB
1110
Security National Bank
Nebraska
$18.2K
OCM
1111
Osterweis Capital Management
California
$18K
FIA
1112
FNY Investment Advisers
New York
$18K +$18K +204 New
FRA
1113
Front Row Advisors
California
$17.7K
APW
1114
Aventura Private Wealth
Florida
$17.7K +$17.2K +195 New
AP
1115
Atwood & Palmer
Missouri
$17.5K
SIC
1116
SJS Investment Consulting
Ohio
$17.3K +$13.7K +155 +443%
PC
1117
Promus Capital
Illinois
$17.1K
CPG
1118
Cornerstone Planning Group
New Jersey
$16.7K +$2.12K +24 +14%
HFM
1119
Hartford Financial Management
Connecticut
$15.9K -$884 -10 -5%
MWM
1120
Mascoma Wealth Management
New Hampshire
$15.7K
BI
1121
Binnacle Investments
Iowa
$15.7K +$9.99K +113 +188%
AEPWM
1122
Atlantic Edge Private Wealth Management
Florida
$15.6K
BP
1123
BNP Paribas
France
$15.6K
BAM
1124
Byrne Asset Management
New Jersey
$15.3K +$14.9K +168 New
BC
1125
Barrett & Company
Rhode Island
$15.3K +$88 +1 +0.6%