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Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
MUFG Americas
New York
$23K +$17.9K +204 +408%
CB
502
Community Bank
New York
$22K
APA
503
American Portfolios Advisors
New York
$21.8K -$527 -6 -2%
BWM
504
Baystate Wealth Management
Massachusetts
$19K +$88 +1 +0.5%
CIM
505
Contravisory Investment Management
Massachusetts
$19K +$17.7K +202 New
RFA
506
Reilly Financial Advisors
California
$18K
WWMSC
507
Wagner Wealth Management (South Carolina)
South Carolina
$18K +$2.55K +29 +18%
VanEck Associates
508
VanEck Associates
New York
$18K +$16.7K +190 New
HT
509
Heritage Trust
Oklahoma
$18K +$17.6K +200 New
CIA
510
CSat Investment Advisory
Michigan
$17K +$16.3K +186 New
HFM
511
Hartford Financial Management
Connecticut
$16K
ACM
512
AUA Capital Management
Pennsylvania
$14K
CWM
513
Cranbrook Wealth Management
Michigan
$14K
MMG
514
Monetary Management Group
Missouri
$14K
DWM
515
Destination Wealth Management
California
$14K +$13.2K +150 New
FCB
516
First Command Bank
Texas
$13K -$2.2K -25 -15%
FCFS
517
First Command Financial Services
Texas
$13K -$2.2K -25 -15%
YWP
518
YorkBridge Wealth Partners
New York
$13K -$1.41K -16 -10%
CFA
519
Carroll Financial Associates
North Carolina
$13K
RE
520
RBC Europe
United Kingdom
$12K
PMFA
521
Plante Moran Financial Advisors
Michigan
$12K +$2.2K +25 +23%
MSE
522
MUFG Securities EMEA
United Kingdom
$12K +$11.2K +127 New
BRC
523
Bell Rock Capital
Delaware
$11K
TFS
524
TrustCore Financial Services
Tennessee
$11K
CWA
525
Clarus Wealth Advisors
Arizona
$11K +$11.1K +126 New