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Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
Whipplewood Advisors
Colorado
$43.4K +$1.9K +10 +5%
CFO
602
CVA Family Office
Colorado
$42.9K +$16.9K +89 +65%
RWM
603
Rialto Wealth Management
New York
$42.1K +$1.9K +10 +5%
GSEP
604
Golden State Equity Partners
California
$41.9K +$41.9K +220 New
EF
605
Entrust Financial
Pennsylvania
$39.9K – – –
TCM
606
Triumph Capital Management
Colorado
$39.7K – – –
WSFS
607
Wilmington Savings Fund Society
Delaware
$38.1K -$38.1K -200 -50%
EB
608
Eastern Bank
Massachusetts
$38.1K – – –
RMC
609
Resources Management Corp
Connecticut
$38K – – –
PFBT
610
Parkside Financial Bank & Trust
Missouri
$37.5K – – –
NB
611
NBT Bank
New York
$35.6K -$1.33K -7 -4%
B
612
Bayban
Minnesota
$34.1K – – –
FGAM
613
Financial Gravity Asset Management
Texas
$32.8K – – –
AIM
614
Anchor Investment Management
South Carolina
$27.6K – – –
Mitsubishi UFJ Asset Management
615
Mitsubishi UFJ Asset Management
Japan
$26.7K – – –
FWA
616
Flagship Wealth Advisors
Massachusetts
$26K – – –
CIM
617
Contravisory Investment Management
Massachusetts
$25.7K – – –
TFA
618
Transamerica Financial Advisors
Florida
$25.4K +$11.6K +61 +85%
CFFP
619
Center for Financial Planning
Michigan
$25.3K – – –
TPWA
620
Twin Peaks Wealth Advisors
California
$25.1K +$25.1K +132 New
HPC
621
HM Payson & Co
Maine
$25K – – –
Kayne Anderson Rudnick Investment Management
622
Kayne Anderson Rudnick Investment Management
California
$23.6K – – –
SOW
623
State of Wyoming
Wyoming
$22.5K -$285K -1,495 -93%
FCAS
624
First Command Advisory Services
Texas
$22.3K – – –
GCP
625
Gill Capital Partners
Colorado
$22.1K +$22.1K +116 New