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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
751
Catamount Wealth Management
Connecticut
$7K
CAW
752
Cornerstone Advisors (Washington)
Washington
$7K
DOA
753
D'Orazio & Associates
Virginia
$7K +$76 +3 +1%
WPA
754
West Paces Advisors
Georgia
$6.48K -$1.3K -51 -17%
CFG
755
Citizens Financial Group
Rhode Island
$6K
BWP
756
Baldwin Wealth Partners
Massachusetts
$5K
TFO
757
Tarbox Family Office
California
$4K -$51 -2 -1%
MCM
758
MV Capital Management
Maryland
$4K
WA
759
WealthTrust-Arizona
Arizona
$4K +$25 +1 +0.7%
Financial Engines Advisors
760
Financial Engines Advisors
California
$4K +$3.67K +144 New
WIM
761
Westside Investment Management
California
$3.07K
NYLT
762
New York Life Trust
New York
$3K -$75.6K -2,965 -96%
AW
763
Alpha Windward
Massachusetts
$3K
AA
764
Apriem Advisors
California
$3K
CAL
765
Capital Advisors Ltd
Ohio
$3K
NR
766
Newfound Research
Massachusetts
$3K +$127 +5 +5%
APSP
767
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K -$9.91K -389 -84%
ADL
768
Asset Dedication LLC
California
$2K
TCM
769
Tradewinds Capital Management
Washington
$2K
TSW
770
Thompson Siegel & Walmsley
Virginia
$1K -$34.3K -1,346 -96%
RI
771
Redwood Investments
Massachusetts
$1K
PFO
772
Pathstone Family Office
New Jersey
$1K +$510 +20 New
BWM
773
Baystate Wealth Management
Massachusetts
$1K +$1.32K +52 New
WOC
774
West Oak Capital
California
$576
SLF
775
Sun Life Financial
Ontario, Canada
$502 +$637 +25 New