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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
976
Watermark Asset Management
California
$11K – – –
SFM
977
Signet Financial Management
New Jersey
$11K +$11.7K +142 New
OFW
978
Omnia Family Wealth
Florida
$10K -$10.8K -132 -52%
HFP
979
Holistic Financial Partners
Indiana
$10K -$3.2K -39 -23%
WCM
980
Whitener Capital Management
North Carolina
$10K – – –
TL
981
TrueWealth LLC
Georgia
$9K -$830K -10,110 -99%
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$8K -$6.48K -79 -44%
ATC
983
Adirondack Trust Company
New York
$8K – – –
TSW
984
Thompson Siegel & Walmsley
Virginia
$8K – – –
RWM
985
Raffa Wealth Management
District of Columbia
$7.27K +$7.47K +91 New
ME
986
McIlrath & Eck
Washington
$7K – – –
SIS
987
Sound Income Strategies
Florida
$7K +$3.61K +44 +98%
JFA
988
JNBA Financial Advisors
Minnesota
$7K +$7.38K +90 New
SFSIG
989
San Francisco Sentry Investment Group
California
$6K – – –
SWMG
990
Signature Wealth Management Group
Georgia
$6K – – –
SIA
991
Sit Investment Associates
Minnesota
$5K -$86.2K -1,050 -95%
BBHC
992
Brown Brothers Harriman & Co
New York
$5K -$13.9K -169 -73%
OWA
993
One Wealth Advisors
California
$5K -$1.64K -20 -23%
SWA
994
Sutton Wealth Advisors
Florida
$4.16K – – –
TWA
995
TCI Wealth Advisors
Arizona
$4K – – –
GWS
996
Glassman Wealth Services
Virginia
$4K +$2.3K +28 +147%
VIA
997
Vantage Investment Advisors
Pennsylvania
$3K – – –
FRA
998
Front Row Advisors
California
$3K +$2.63K +32 New
WIM
999
Westside Investment Management
California
$2.8K – – –
GEA
1000
Glen Eagle Advisors
New Jersey
$2.15K – – –