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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Sugarloaf Wealth Management
Georgia
$3.06K – – –
BAM
327
Byrne Asset Management
New Jersey
$3K – – –
EWM
328
Endurance Wealth Management
Rhode Island
$3K – – –
TWM
329
Tradition Wealth Management
Minnesota
$3K +$2.48K +194 New
BG
330
Bollard Group
Massachusetts
$3K +$2.56K +200 New
Allspring Global Investments
331
Allspring Global Investments
North Carolina
$2.9K – – –
Federated Hermes
332
Federated Hermes
Pennsylvania
$2.87K – – –
WT
333
Washington Trust
Rhode Island
$2.69K – – –
HWM
334
HighMark Wealth Management
Minnesota
$2.33K +$2.21K +173 New
HCP
335
Hexagon Capital Partners
Arkansas
$2.15K – – –
TAIM
336
TD Ameritrade Investment Management
Nebraska
$2K – – –
EWM
337
Evermay Wealth Management
Virginia
$1.98K +$1.88K +147 New
SWM
338
Spire Wealth Management
Virginia
$1.95K -$728 -57 -28%
PFBT
339
Parkside Financial Bank & Trust
Missouri
$1.83K – – –
VWM
340
Venturi Wealth Management
Texas
$1.79K – – –
ACM
341
Antonetti Capital Management
Florida
$1.78K – – –
SIC
342
Salem Investment Counselors
North Carolina
$1.74K – – –
CQS
343
Credential Qtrade Securities
$1.62K -$2.03K -159 -57%
CFO
344
CVA Family Office
Colorado
$1.15K +$1.09K +85 New
VCM
345
Versant Capital Management
Arizona
$983 – – –
FFA
346
Farther Finance Advisors
California
$700 -$6.76K -529 -91%
HT
347
Headlands Technologies
Illinois
$647 -$1.51K -118 -71%
AWM
348
Abound Wealth Management
Tennessee
$499 +$473 +37 New
EP
349
Edgestream Partners
New Jersey
– -$1.97M -165,893 Closed
JMPWA
350
JP Morgan Private Wealth Advisors
California
– -$1.42M -119,515 Closed