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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
651
Gemmer Asset Management
California
$7K
SWA
652
SOA Wealth Advisors
New York
$7K
GWS
653
Glassman Wealth Services
Virginia
$7K +$548 +10 +10%
NC
654
NewSquare Capital
Pennsylvania
$6K -$29.6K -540 -84%
WTA
655
Washington Trust Advisors
Massachusetts
$6K -$657 -12 -11%
MWC
656
MBM Wealth Consultants
Missouri
$6K
RDFA
657
Ritter Daniher Financial Advisory
Ohio
$6K
ADL
658
Asset Dedication LLC
California
$5K
HS
659
Horan Securities
United States
$5K
VNA
660
Valley National Advisers
Pennsylvania
$5K
RWM
661
Raffa Wealth Management
District of Columbia
$3.15K
MWM
662
Mascoma Wealth Management
New Hampshire
$3K
TFO
663
Tarbox Family Office
California
$3K
CI
664
Cordant Inc
Oregon
$3K +$2.52K +46 New
CG
665
Cutler Group
California
$2K -$43.3K -790 -94%
FMP
666
Financial Management Professionals
Texas
$2K -$1.09K -20 -32%
CWC
667
Carolinas Wealth Consulting
North Carolina
$2K
KFP
668
KB Financial Partners
New Jersey
$2K
KA
669
Kozak & Associates
Colorado
$2K
MCM
670
Manchester Capital Management
Vermont
$2K
SC
671
SouthState Corp
Florida
$2K
TSW
672
Thompson Siegel & Walmsley
Virginia
$2K
WAS
673
Winch Advisory Services
Wisconsin
$2K
ZIG
674
Zullo Investment Group
Pennsylvania
$2K
HWM
675
HighMark Wealth Management
Minnesota
$2K +$110 +2 +5%