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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
376
Carolina Wealth Advisors
South Carolina
$779 +$1.09K +12 New
GEA
377
Glen Eagle Advisors
New Jersey
$714
TPBG
378
Turning Point Benefit Group
Maryland
$648
CFD
379
Creative Financial Designs
Indiana
$584 -$3.18K -35 -80%
CFM
380
Cornerstone Financial Management
Massachusetts
$584 +$817 +9 New
CFB
381
Cullen/Frost Bankers
Texas
$479 -$26.1K -287 -98%
AW
382
Ankerstar Wealth
Texas
$455 +$636 +7 New
BBHC
383
Brown Brothers Harriman & Co
New York
$455 +$636 +7 New
CFO
384
CVA Family Office
Colorado
$455 +$636 +7 New
SGK
385
Steigerwald Gordon & Koch
Virginia
$455 +$636 +7 New
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$390 -$91 -1 -14%
TWD
387
True Wealth Design
Ohio
$325 +$182 +2 +67%
HI
388
Harbour Investments
Wisconsin
$260
GWM
389
Gilpin Wealth Management
Colorado
$260 +$363 +4 New
DF
390
Dunhill Financial
United Kingdom
$136 +$182 +2 New
SIC
391
SJS Investment Consulting
Ohio
$130 -$272 -3 -60%
AWM
392
Abound Wealth Management
Tennessee
$130
TC
393
Trust Company
Kansas
$130 +$182 +2 New
BHWM
394
Bay Harbor Wealth Management
Maryland
$129 -$182 -2 -50%
HNB
395
Huntington National Bank
Ohio
$65 -$272 -3 -75%
EP
396
Essential Partners
California
$65
CMA
397
Cedar Mountain Advisors
Oregon
$65 +$91 +1 New
William Blair Investment Management
398
William Blair Investment Management
Illinois
-$225M -1,511,080 Closed
CAM
399
Congress Asset Management
Massachusetts
-$69.3M -465,574 Closed
Fuller & Thaler Asset Management
400
Fuller & Thaler Asset Management
California
-$69.3M -465,426 Closed