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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
576
Carolina Wealth Advisors
South Carolina
$30K – – –
SWM
577
Spire Wealth Management
Virginia
$30K +$420 +7 +1%
CG
578
Cutler Group
California
$29K – – –
PTC
579
Private Trust Company
Ohio
$29K +$1.86K +31 +7%
AAMA
580
Advanced Asset Management Advisors
Ohio
$28.2K +$26.9K +448 New
BWM
581
Baystate Wealth Management
Massachusetts
$28K +$180 +3 +0.7%
CA
582
Clearstead Advisors
Ohio
$27.1K +$16.2K +269 +167%
DAC
583
Dividend Assets Capital
South Carolina
$27K – – –
FMII
584
Farmers & Merchants Investments Inc
Nebraska
$24.1K -$18K -300 -44%
CT
585
Cambridge Trust
Massachusetts
$24K -$480 -8 -2%
FCA
586
FinTrust Capital Advisors
South Carolina
$22.3K – – –
NSIM
587
North Star Investment Management
Illinois
$21.1K +$480 +8 +2%
BC
588
Burleson & Co
California
$20.8K – – –
TWA
589
TCI Wealth Advisors
Arizona
$20.3K +$180 +3 +0.9%
LC
590
Lindbrook Capital
California
$20K -$1.86K -31 -9%
AIM
591
Achmea Investment Management
Netherlands
$20K – – –
TIM
592
Tortoise Investment Management
New York
$19.6K – – –
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
$19.6K +$18.7K +311 New
VNA
594
Valley National Advisers
Pennsylvania
$19K – – –
EI
595
Ellevest Inc
New York
$18.8K – – –
CT
596
Caldwell Trust
Florida
$17.8K +$10.2K +170 +150%
MSFP
597
Mark Sheptoff Financial Planning
Connecticut
$16.9K – – –
FWM
598
Focused Wealth Management
New York
$16.7K +$120 +2 +0.8%
CWM
599
Compass Wealth Management
Connecticut
$16.2K +$15.4K +257 New
Acadian Asset Management
600
Acadian Asset Management
Massachusetts
$16K – – –