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East-West Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
501
Trifecta Capital Advisors
Illinois
$1.62K +$1.42K +16 New
IHWM
502
Iron Horse Wealth Management
Iowa
$1.51K – – –
SIC
503
Salem Investment Counselors
North Carolina
$1.11K – – –
WCM
504
WealthTrak Capital Management
Virginia
$1.01K -$443 -5 -33%
HIA
505
HFM Investment Advisors
New Jersey
$1.01K +$443 +5 +100%
RF
506
Rossby Financial
Florida
$1.01K +$886 +10 New
TPCW
507
TD Private Client Wealth
New York
$1.01K +$886 +10 New
PMAM
508
Picton Mahoney Asset Management
Ontario, Canada
$1K -$24.5K -276 -95%
VNA
509
Valley National Advisers
Pennsylvania
$1K – – –
VWA
510
Valued Wealth Advisors
Utah
$922 – – –
FMP
511
Financial Management Professionals
Texas
$909 – – –
PWM
512
Parkworth Wealth Management
California
$909 +$266 +3 +50%
AT
513
Arlington Trust
Alabama
$909 +$797 +9 New
PTC
514
Private Trust Company
Ohio
$808 -$89 -1 -11%
DF
515
DecisionPoint Financial
Arizona
$734 +$620 +7 New
BHWM
516
Bay Harbor Wealth Management
Maryland
$706 +$266 +3 +75%
HWP
517
Highline Wealth Partners
California
$606 – – –
PWA
518
Principia Wealth Advisory
Texas
$606 +$443 +5 +500%
KG
519
Kilter Group
New York
$505 +$443 +5 New
QWM
520
Quaker Wealth Management
New Jersey
$404 +$354 +4 New
TFA
521
Transamerica Financial Advisors
Florida
$238 -$33.3K -376 -99%
AWM
522
Activest Wealth Management
Florida
$101 -$4.79K -54 -98%
SS
523
SBI Securities
Japan
$101 – – –
CIAS
524
CBIZ Investment Advisory Services
Ohio
$101 +$89 +1 New
CF
525
Corebridge Financial
Texas
– -$13.7M -153,116 Closed