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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
801
Tradition Wealth Management
Minnesota
$14K – – –
EWA
802
Evolution Wealth Advisors
Florida
$13K -$22K -87 -62%
SIS
803
Sound Income Strategies
Florida
$13K -$2.52K -10 -16%
HNB
804
Huntington National Bank
Ohio
$13K +$11.4K +45 +500%
CAM
805
ClariVest Asset Management
California
$12K -$732K -2,900 -98%
BWL
806
Bogart Wealth LLC
Virginia
$12K -$252 -1 -2%
APWA
807
Atlas Private Wealth Advisors
New Jersey
$12K – – –
FMP
808
Financial Management Professionals
Texas
$12K – – –
HI
809
Hudock Inc
Pennsylvania
$12K – – –
PMFA
810
Plante Moran Financial Advisors
Michigan
$11K – – –
VCM
811
Vigilant Capital Management
Maine
$11K +$12.1K +48 New
BIA
812
Bell Investment Advisors
California
$10K +$10.9K +43 New
RA
813
Resolute Advisors
California
$9K – – –
TWA
814
TCI Wealth Advisors
Arizona
$9K +$2.78K +11 +41%
HDIM
815
Hanson & Doremus Investment Management
Vermont
$9K +$9.09K +36 New
Capstone Investment Advisors
816
Capstone Investment Advisors
New York
$9K +$9.59K +38 New
WPA
817
West Paces Advisors
Georgia
$8.86K – – –
CWA
818
Carolina Wealth Advisors
South Carolina
$8K – – –
Jones Financial Companies
819
Jones Financial Companies
Missouri
$8K – – –
WB
820
Webster Bank
Connecticut
$8K – – –
LWP
821
Lumature Wealth Partners
Georgia
$8K +$4.29K +17 +106%
ACM
822
Antonetti Capital Management
Florida
$8K +$8.83K +35 New
BU
823
BBVA USA
Alabama
$7K -$9.09K -36 -56%
DAM
824
Delta Asset Management
Tennessee
$7K – – –
MA
825
MUFG Americas
New York
$7K – – –