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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.88K +50 New
CFN
352
Cordasco Financial Network
Florida
$7K
CI
353
CX Institutional
Indiana
$7K
IAS
354
IMA Advisory Services
Colorado
$7K
HR
355
Howe & Rusling
New York
$7K +$945 +6 +17%
NG
356
NWK Group
California
$7K +$6.3K +40 New
RWM
357
Raffa Wealth Management
District of Columbia
$6.07K -$1.42K -9 -20%
WPA
358
West Paces Advisors
Georgia
$6.07K
WT
359
Whittier Trust
California
$6K -$315 -2 -6%
BWP
360
Baldwin Wealth Partners
Massachusetts
$6K
PCTC
361
Perkins Coie Trust Company
Washington
$6K
AssetMark Inc
362
AssetMark Inc
California
$5K -$24.7K -157 -84%
CT
363
Caldwell Trust
Florida
$4.38K
MAM
364
Meeder Asset Management
Ohio
$4K -$2.84K -18 -46%
OPS
365
Orion Portfolio Solutions
Nebraska
$4K -$2.84K -18 -46%
RIM
366
Ranger Investment Management
Texas
$4K -$2.68K -17 -41%
LWM
367
Liberty Wealth Management
California
$4K -$630 -4 -15%
CFD
368
Creative Financial Designs
Indiana
$4K +$3.94K +25 New
AF
369
Allworth Financial
California
$3K -$630 -4 -17%
BAM
370
Bellevue Asset Management
Washington
$3K
CFFP
371
Center for Financial Planning
Michigan
$3K
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$3K
TFGT
373
TS Financial Group (TSFG)
Illinois
$3K +$315 +2 +13%
IFAM
374
Institutional & Family Asset Management
Colorado
$2K
JCM
375
Jacobi Capital Management
Pennsylvania
$2K