Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2576
Abound Wealth Management
Tennessee
$66.8K -$936 -21 -1%
DWA
2577
Dougherty Wealth Advisers
Minnesota
$66.7K -$44.6K -1,000 -40%
MUMSS
2578
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64.6K +$65.2K +1,463 New
CAM
2579
Creekmur Asset Management
Illinois
$63.5K +$1.6K +36 +3%
OBWP
2580
O'Brien Wealth Partners
Massachusetts
$63K -$15.9K -356 -20%
Loomis, Sayles & Company
2581
Loomis, Sayles & Company
Massachusetts
$62K -$29.6K -665 -32%
PWMG
2582
Private Wealth Management Group
New Jersey
$61.9K -$802 -18 -1%
BFPW
2583
BOK Financial Private Wealth
Colorado
$60.3K +$11.9K +266 +24%
VWM
2584
Venturi Wealth Management
Texas
$59.5K -$13.1K -293 -18%
CTC
2585
Cetera Trust Company
Minnesota
$55.2K – – –
HI
2586
Hoey Investments
Pennsylvania
$55.1K +$11K +247 +25%
SC
2587
Steph & Co
Wisconsin
$53.3K – – –
SS
2588
Sunbelt Securities
Texas
$53.2K +$2.23K +50 +4%
SHIM
2589
Stone House Investment Management
Pennsylvania
$53.1K -$2.23K -50 -4%
FRA
2590
Frank Rimerman Advisors
California
$52.4K – – –
CH
2591
Canton Hathaway
Rhode Island
$52K – – –
BHWM
2592
Beaird Harris Wealth Management
Texas
$51.9K -$78.3K -1,757 -60%
BCM
2593
Blume Capital Management
California
$51.5K – – –
BFP
2594
Briaud Financial Planning
Texas
$51K +$50.5K +1,134 New
UFF
2595
USA Financial Formulas
Michigan
$49.3K +$33.2K +744 +201%
AT
2596
Avalon Trust
New Mexico
$48.8K – – –
APC
2597
Aspire Private Capital
North Carolina
$48.6K -$2.63K -59 -5%
RFS
2598
Richardson Financial Services
Massachusetts
$48.4K +$8.02K +180 +20%
MWA
2599
Moser Wealth Advisors
Washington
$48.1K +$6.68K +150 +16%
FMTCOCP
2600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K – – –