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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
501
Byrne Asset Management
New Jersey
$2K
PVH
502
Psagot Value Holdings
Israel
$2K +$2.52K +40 New
SIC
503
SJS Investment Consulting
Ohio
$1.45K +$315 +5 +25%
PTC
504
Private Trust Company
Ohio
$1.44K -$126 -2 -7%
CFB
505
Cullen/Frost Bankers
Texas
$1.44K
AWM
506
Abound Wealth Management
Tennessee
$1.27K -$630 -10 -31%
RAM
507
Riggs Asset Management
Pennsylvania
$1.16K
BWM
508
Baystate Wealth Management
Massachusetts
$1.16K
RWM
509
Raffa Wealth Management
District of Columbia
$1.16K
HI
510
Harbour Investments
Wisconsin
$1.16K +$1.14K +18 +900%
JWA
511
JFS Wealth Advisors
Pennsylvania
$1.04K -$2.96K -47 -72%
T
512
TOBAM
France
$1K -$57K -904 -98%
AW
513
Avion Wealth
Texas
$1K -$504 -8 -25%
MA
514
MCF Advisors
Kentucky
$983 +$1.07K +17 New
GRP
515
Global Retirement Partners
California
$814 -$189 -3 -18%
PCTC
516
Perkins Coie Trust Company
Washington
$808 +$882 +14 New
QC
517
Quent Capital
New York
$635
LFG
518
Larson Financial Group
Missouri
$578
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$578 +$630 +10 New
ECM
520
Everence Capital Management
Indiana
$478 +$521K +8,270 New
GWSG
521
GPS Wealth Strategies Group
Colorado
$462 +$504 +8 New
JWM
522
Janiczek Wealth Management
Colorado
$289 -$819 -13 -72%
FSWA
523
Financial Synergies Wealth Advisors
Texas
$289
MCM
524
Manchester Capital Management
Vermont
$289 +$315 +5 New
TWD
525
True Wealth Design
Ohio
$174