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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$36K +$34.8K +322 New
FAM
502
Formidable Asset Management
Ohio
$32K – – –
GWS
503
Glassman Wealth Services
Virginia
$28K – – –
FHA
504
First Horizon Advisors
Tennessee
$27K -$864 -8 -3%
LNB
505
Ledyard National Bank
$26K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$26K +$25.1K +232 New
UFA
507
US Financial Advisors
Massachusetts
$23K +$22K +204 New
AP
508
Atwood & Palmer
Missouri
$22K – – –
MCM
509
Manchester Capital Management
Vermont
$22K – – –
PFBT
510
Parkside Financial Bank & Trust
Missouri
$22K – – –
PFS
511
Physicians Financial Services
North Carolina
$22K +$21.6K +200 New
WRM
512
Westport Resources Management
Connecticut
$17K -$46.7K -432 -74%
DAM
513
Delta Asset Management
Tennessee
$13K -$540 -5 -4%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$12K -$6.81K -63 -37%
CFS
515
Commonwealth Financial Services
West Virginia
$11K – – –
IA
516
IFP Advisors
Florida
$11K +$10.8K +100 New
PHK
517
Point72 Hong Kong
Hong Kong
$11K +$10.8K +100 New
GWM
518
Gupta Wealth Management
California
$10K +$9.83K +91 New
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$9.91K – – –
RWM
520
Raffa Wealth Management
District of Columbia
$9.91K – – –
FCCM
521
First City Capital Management
Georgia
$8.02K +$7.78K +72 New
GAM
522
Gemmer Asset Management
California
$8K – – –
AIA
523
Allegis Investment Advisors
Idaho
$8K +$7.99K +74 New
GXMC
524
Global X Management Company
New York
$7K – – –
KT
525
Kanaly Trust
Texas
$6K -$324 -3 -6%