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First American

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
376
Janiczek Wealth Management
Colorado
$9K +$3K +55 +49%
TCOV
377
Trust Company of Vermont
Vermont
$8K
SWM
378
Spire Wealth Management
Virginia
$8K +$7.21K +132 New
CH
379
Canton Hathaway
Rhode Island
$8K +$7.97K +146 New
ST
380
Smithfield Trust
Pennsylvania
$7K -$2.73K -50 -29%
CFD
381
Creative Financial Designs
Indiana
$7K
GRP
382
Global Retirement Partners
California
$7K
IFAM
383
Institutional & Family Asset Management
Colorado
$7K
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$7K
PCG
385
Private Capital Group
Connecticut
$7K
SL
386
Savior LLC
Massachusetts
$7K
SAI
387
Systematic Alpha Investments
New Jersey
$7K
LWM
388
Liberty Wealth Management
California
$6K
MA
389
MUFG Americas
New York
$6K
SLF
390
Sun Life Financial
Ontario, Canada
$6K
TWA
391
TCI Wealth Advisors
Arizona
$6K
GEA
392
Glen Eagle Advisors
New Jersey
$5.67K
HR
393
Howe & Rusling
New York
$4K -$1.04K -19 -19%
ME
394
McIlrath & Eck
Washington
$4K +$273 +5 +7%
CFA
395
Carroll Financial Associates
North Carolina
$4K +$764 +14 +20%
PMFA
396
Plante Moran Financial Advisors
Michigan
$4K +$3.06K +56 +560%
NIC
397
Northwest Investment Counselors
Oregon
$4K +$3.82K +70 New
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.34K +$3.22K +59 New
BWP
399
Baldwin Wealth Partners
Massachusetts
$3K -$9.28K -170 -74%
S
400
SignatureFD
Georgia
$3K -$1.36K -25 -34%