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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
MinichMacGregor Wealth Management
New York
$8K – – –
CFC
852
Coyle Financial Counsel
Illinois
$8K +$7.48K +39 New
RCC
853
Red Cedar Capital
Nebraska
$6K – – –
PW
854
Price Wealth
Texas
$6K +$5.95K +31 New
SMG
855
Spectrum Management Group
Indiana
$5K – – –
TJHA
856
Thomas J. Herzfeld Advisors
Florida
$5K +$4.99K +26 New
GWS
857
Glassman Wealth Services
Virginia
$4K -$384 -2 -10%
RWP
858
RWA Wealth Partners
Massachusetts
$4K – – –
OC
859
Oakworth Capital
Alabama
$4K +$2.88K +15 +300%
ClearBridge Investments
860
ClearBridge Investments
New York
$4K +$4.22K +22 New
VNA
861
Valley National Advisers
Pennsylvania
$4K +$4.22K +22 New
RWM
862
Raffa Wealth Management
District of Columbia
$3.27K – – –
OFW
863
Omnia Family Wealth
Florida
$3K – – –
THWM
864
Taylor Hoffman Wealth Management
Virginia
$3K – – –
AC
865
Avestar Capital
New York
$3K +$575 +3 +14%
AF
866
Allworth Financial
California
$3K +$2.49K +13 +1,300%
CB
867
CNB Bank
Pennsylvania
$3K +$2.69K +14 New
CHP
868
Cable Hill Partners
Oregon
$3K +$3.26K +17 New
CIA
869
CSat Investment Advisory
Michigan
$3K +$3.26K +17 New
DAM
870
Delta Asset Management
Tennessee
$2K +$1.73K +9 New
CFA
871
Carroll Financial Associates
North Carolina
$1K -$5.56K -29 -78%
KL
872
KWMG LLC
Kansas
$1K +$959 +5 New
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$613 +$575 +3 New
ED
874
Exane Derivatives
France
$407 -$7.48K -39 -95%
SFA
875
Sequoia Financial Advisors
Ohio
– -$11.7M -67,389 Closed