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Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1551
Trifecta Capital Advisors
Illinois
$11.5K +$13.2K +1,000 New
ETS
1552
ESL Trust Services
New York
$11.5K
TIAA Trust, National Association
1553
TIAA Trust, National Association
North Carolina
$11.5K -$472K -35,864 -97%
DWM
1554
Dogwood Wealth Management
Kansas
$11.3K -$540 -41 -4%
T
1555
Tidemark
California
$11.1K +$79 +6 +0.6%
CMP
1556
Coston McIsaac & Partners
Maine
$11K +$40 +3 +0.3%
HC
1557
Hurley Capital
New York
$10.8K
PWAM
1558
Private Wealth Asset Management
Iowa
$10.8K
Kayne Anderson Rudnick Investment Management
1559
Kayne Anderson Rudnick Investment Management
California
$10.4K -$4K -304 -25%
GBT
1560
Grove Bank & Trust
Florida
$10.4K -$13.2K -1,000 -53%
LWM
1561
Lodestone Wealth Management
Washington
$10.4K +$132 +10 +1%
CAM
1562
Chesapeake Asset Management
New York
$10.3K
MWM
1563
Mascoma Wealth Management
New Hampshire
$10.2K -$817 -62 -7%
AW
1564
Avion Wealth
Texas
$10K +$1.88K +143 +19%
RWM
1565
Raffa Wealth Management
District of Columbia
$9.98K +$1.59K +121 +16%
AEPWM
1566
Atlantic Edge Private Wealth Management
Florida
$9.81K
WSCM
1567
Wellington Shields Capital Management
New York
$9.81K
AWM
1568
Abound Wealth Management
Tennessee
$9.69K -$2.36K -179 -18%
HWP
1569
Highline Wealth Partners
California
$9.67K -$4.79K -364 -30%
QWM
1570
Quaker Wealth Management
New Jersey
$9.6K -$3.46K -263 -24%
MAS
1571
MPWM Advisory Solutions
Georgia
$9.23K -$13.2K -1,000 -56%
MWPCG
1572
Measured Wealth Private Client Group
New Hampshire
$9.23K
BC
1573
Barrett & Company
Rhode Island
$9.21K
TTIC
1574
Tower Trust & Investment Company
Iowa
$8.32K +$9.5K +721 New
PWMG
1575
Private Wealth Management Group
New Jersey
$8.16K -$4.81K -365 -34%