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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
601
Rialto Wealth Management
New York
$42.1K +$1.9K +10 +5%
GSEP
602
Golden State Equity Partners
California
$41.9K +$41.9K +220 New
EF
603
Entrust Financial
Pennsylvania
$39.9K
TCM
604
Triumph Capital Management
Colorado
$39.7K
WSFS
605
Wilmington Savings Fund Society
Delaware
$38.1K -$38.1K -200 -50%
EB
606
Eastern Bank
Massachusetts
$38.1K
RMC
607
Resources Management Corp
Connecticut
$38K
PFBT
608
Parkside Financial Bank & Trust
Missouri
$37.5K
NB
609
NBT Bank
New York
$35.6K -$1.33K -7 -4%
B
610
Bayban
Minnesota
$34.1K
FGAM
611
Financial Gravity Asset Management
Texas
$32.8K
AIM
612
Anchor Investment Management
South Carolina
$27.6K
Mitsubishi UFJ Asset Management
613
Mitsubishi UFJ Asset Management
Japan
$26.7K
FWA
614
Flagship Wealth Advisors
Massachusetts
$26K
CIM
615
Contravisory Investment Management
Massachusetts
$25.7K
TFA
616
Transamerica Financial Advisors
Florida
$25.4K +$11.6K +61 +85%
CFFP
617
Center for Financial Planning
Michigan
$25.3K
TPWA
618
Twin Peaks Wealth Advisors
California
$25.1K +$25.1K +132 New
HPC
619
HM Payson & Co
Maine
$25K
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$23.6K
SOW
621
State of Wyoming
Wyoming
$22.5K -$285K -1,495 -93%
FCAS
622
First Command Advisory Services
Texas
$22.3K
GCP
623
Gill Capital Partners
Colorado
$22.1K +$22.1K +116 New
TCA
624
Trifecta Capital Advisors
Illinois
$21.9K -$6.66K -35 -23%
SWM
625
Spire Wealth Management
Virginia
$21.8K -$2.67K -14 -11%