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Name Holding Trade Value Shares
Change
Change in
Stake
AW
701
Alpha Windward
Massachusetts
$10K +$12.1K +690 New
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$3.12K -177 -22%
GTAM
703
Global Trust Asset Management
Florida
$9K – – –
WT
704
Whittier Trust
California
$8K -$176K -10,000 -95%
ATC
705
Adirondack Trust Company
New York
$8K – – –
BCA
706
Bray Capital Advisors
Florida
$8K – – –
PCTC
707
Perkins Coie Trust Company
Washington
$8K – – –
WPA
708
West Paces Advisors
Georgia
$7.51K – – –
CHP
709
Cable Hill Partners
Oregon
$7K – – –
TFA
710
Transamerica Financial Advisors
Florida
$7K +$546 +31 +8%
WCM
711
WealthBridge Capital Management
Ohio
$7K +$7.92K +450 New
WANY
712
Wealthspire Advisors (New York)
New York
$7K +$8.04K +457 New
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$6K -$1.13K -64 -14%
CA
714
Claro Advisors
Massachusetts
$6K +$5.3K +301 New
PWM
715
PRW Wealth Management
Massachusetts
$6K +$7K +398 New
CIAS
716
Capital Investment Advisory Services
North Carolina
$6K +$7.04K +400 New
GWS
717
Glassman Wealth Services
Virginia
$5K -$898 -51 -14%
CFD
718
Creative Financial Designs
Indiana
$5K -$581 -33 -9%
TL
719
TrueWealth LLC
Georgia
$5K -$563 -32 -9%
CCM
720
Covington Capital Management
California
$5K – – –
FEG
721
Financial Enhancement Group
Indiana
$5K – – –
TFO
722
Tarbox Family Office
California
$5K +$1.07K +61 +24%
W
723
WealthOne
New York
$5K +$6.44K +366 New
TWMP
724
Taylor Wealth Management Partners
Massachusetts
$4K -$5.13M -291,422 -100%
EFSCE
725
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$7.34K -417 -60%