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Name Holding Trade Value Shares
Change
Change in
Stake
STB
451
S&T Bank
Pennsylvania
$2.42K +$1.04K +9 +75%
EPW
452
Evergreen Private Wealth
Colorado
$2.08K +$2.08K +18 New
CPG
453
Cornerstone Planning Group
New Jersey
$2.02K -$1.16K -10 -38%
BIA
454
Bell Investment Advisors
California
$1.96K – – –
WB
455
Webster Bank
Connecticut
$1.96K +$1.97K +17 New
HPC
456
HM Payson & Co
Maine
$1.62K – – –
BWL
457
Bogart Wealth LLC
Virginia
$1.27K +$463 +4 +57%
SWM
458
Spire Wealth Management
Virginia
$1.04K – – –
BFS
459
Bare Financial Services
Pennsylvania
$1.04K +$1.04K +9 New
HI
460
Harbour Investments
Wisconsin
$924 – – –
CH
461
Cromwell Holdings
Wyoming
$924 +$927 +8 New
NC
462
NewSquare Capital
Pennsylvania
$924 +$927 +8 New
SWIM
463
Smallwood Wealth Investment Management
New Jersey
$923 +$927 +8 New
RIL
464
Rothschild Investment LLC
Illinois
$808 – – –
FMP
465
Financial Management Professionals
Texas
$693 – – –
Kayne Anderson Rudnick Investment Management
466
Kayne Anderson Rudnick Investment Management
California
$693 +$695 +6 New
RWM
467
Rialto Wealth Management
New York
$693 +$695 +6 New
SIC
468
SJS Investment Consulting
Ohio
$578 -$348 -3 -38%
TWD
469
True Wealth Design
Ohio
$578 -$232 -2 -29%
WCM
470
WealthTrak Capital Management
Virginia
$578 – – –
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$462 – – –
MHR
472
Matthew Hamilton Rosenberg
$346 – – –
BHWM
473
Bay Harbor Wealth Management
Maryland
$346 +$232 +2 +200%
HIA
474
HFM Investment Advisors
New Jersey
$346 +$232 +2 +200%
AT
475
Arlington Trust
Alabama
$346 +$348 +3 New