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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2701
HighMark Wealth Management
Minnesota
$86.1K – – –
FPF
2702
First Pacific Financial
Washington
$85.9K +$87.1K +217 New
EA
2703
Evolution Advisers
Virginia
$81K – – –
IPW
2704
Impact Partnership Wealth
Georgia
$77.6K +$3.61K +9 +5%
WTG
2705
West Tower Group
Virginia
$74.8K -$53K -132 -41%
TIM
2706
Tortoise Investment Management
New York
$72.5K +$2.81K +7 +4%
JGIA
2707
Jackson Grant Investment Advisers
Connecticut
$71.9K +$401 +1 +0.6%
FIM
2708
FWL Investment Management
Texas
$71.3K +$72.3K +180 New
DWMG
2709
DB Wealth Management Group
California
$66.1K – – –
BSB
2710
Bangor Savings Bank
Maine
$65.3K -$401 -1 -0.6%
JPWM
2711
Jamison Private Wealth Management
Georgia
$64.3K +$65K +162 New
SWA
2712
SOA Wealth Advisors
New York
$64.2K -$8.03K -20 -11%
MIA
2713
Milestone Investment Advisors
Wisconsin
$64.1K +$65K +162 New
UOTTAIMCU
2714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$61.8K +$55.4K +138 +767%
RWM
2715
Raffa Wealth Management
District of Columbia
$61.4K – – –
ECM
2716
Estabrook Capital Management
New York
$60.6K – – –
TWP
2717
TFO Wealth Partners
Ohio
$60.6K +$1.61K +4 +3%
CPG
2718
Cornerstone Planning Group
New Jersey
$59.4K -$9.23K -23 -13%
CBT
2719
CoreFirst Bank & Trust
Kansas
$59.4K -$8.03K -20 -12%
CSS
2720
Cubist Systematic Strategies
Connecticut
$58.6K -$9.22M -22,967 -99%
NRG
2721
Nemes Rush Group
Michigan
$57.4K +$401 +1 +0.7%
VWM
2722
Valley Wealth Managers
New Jersey
$56.2K -$5.62K -14 -9%
GCGDR
2723
Geo Capital Gestora de Recursos
Brazil
$56K -$19.3K -48 -25%
SWM
2724
Sugarloaf Wealth Management
Georgia
$55.4K – – –
WSC
2725
Wellington Shields & Co
New York
$55.4K – – –