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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
626
Sun Life Financial
Ontario, Canada
$7K -$171 -14 -2%
MRCM
627
M&R Capital Management
New Jersey
$7K
BWM
628
Baystate Wealth Management
Massachusetts
$7K +$6.7K +550 New
ATC
629
Adirondack Trust Company
New York
$6K
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$6K
LWM
631
Liberty Wealth Management
California
$6K
FFA
632
Founders Financial Alliance
North Carolina
$6K +$6.06K +497 New
LAS
633
Lloyd Advisory Services
Georgia
$6K +$6.14K +504 New
WT
634
Whittier Trust
California
$5K -$1.43K -117 -23%
EW
635
Evoke Wealth
California
$5K -$658 -54 -12%
HWM
636
HighMark Wealth Management
Minnesota
$5K
AWM
637
Adams Wealth Management
Utah
$5K +$4.91K +403 New
PB
638
Pinnacle Bancorp
Nebraska
$5K +$5.33K +437 New
WPA
639
West Paces Advisors
Georgia
$4.89K
CCM
640
Covington Capital Management
California
$4K
LB
641
Legacy Bridge
Iowa
$4K
RIA
642
RPG Investment Advisory
California
$4K
JCM
643
Jacobi Capital Management
Pennsylvania
$3K -$731 -60 -21%
APWA
644
Atlas Private Wealth Advisors
New Jersey
$3K
CAL
645
Capital Analysts LLC
Pennsylvania
$3K
CLOS
646
Compagnie Lombard Odier SCmA
Switzerland
$3K
IBOK
647
Independence Bank of Kentucky
Kentucky
$3K
PFWA
648
Paces Ferry Wealth Advisors
Georgia
$3K +$2.62K +215 New
HS
649
Horan Securities
United States
$3K +$2.96K +243 New
APWM
650
Atlas Private Wealth Management
New York
$2K -$6.68K -548 -76%