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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$3.94K +$2.34K +67 +143%
AA
302
Addison Advisors
Vermont
$3.63K +$3.24K +93 +775%
AssetMark Inc
303
AssetMark Inc
California
$3.59K +$593 +17 +20%
SIC
304
SJS Investment Consulting
Ohio
$3.52K +$3.17K +91 +827%
SWA
305
SOA Wealth Advisors
New York
$3.11K – – –
TM
306
Torren Management
California
$3.05K – – –
TPCW
307
TD Private Client Wealth
New York
$3K – – –
SHIM
308
Stone House Investment Management
Pennsylvania
$2.83K +$2.86K +82 New
MB
309
MidFirst Bank
Oklahoma
$2.62K – – –
FAM
310
Fulcrum Asset Management
United Kingdom
$2.5K +$2.58K +74 New
BWL
311
Bogart Wealth LLC
Virginia
$2.31K +$1.92K +55 +458%
WA
312
Westfuller Advisors
New York
$1.67K – – –
PTC
313
Private Trust Company
Ohio
$1.55K – – –
CFO
314
CVA Family Office
Colorado
$1.38K -$3.07K -88 -69%
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.35K -$384 -11 -22%
APW
316
Aventura Private Wealth
Florida
$1.35K -$174 -5 -11%
APFP
317
Action Point Financial Planning
Michigan
$1.31K +$1.43K +41 New
ZBNA
318
Zions Bancorporation, National Association
Utah
$1.14K +$732 +21 +175%
CH
319
Cromwell Holdings
Wyoming
$1.11K +$558 +16 +100%
CA
320
Clearstead Advisors
Ohio
$1.04K +$1.05K +30 New
MCM
321
Manchester Capital Management
Vermont
$1.04K -$2.09K -60 -67%
GWM
322
Geneos Wealth Management
Colorado
$1.04K – – –
SAM
323
Smartleaf Asset Management
Massachusetts
$978 – – –
AFC
324
Ares Financial Consulting
California
$932 – – –
FFO
325
Fortitude Family Office
Arizona
$863 -$802 -23 -48%