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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
626
Dubuque Bank & Trust
Iowa
$4K -$3.01K -70 -41%
HR
627
Howe & Rusling
New York
$4K -$1.46K -34 -25%
BFEC
628
Benjamin F. Edwards & Company
Missouri
$4K – – –
CCM
629
Cribstone Capital Management
Maine
$4K – – –
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
ST
631
Smithfield Trust
Pennsylvania
$4K – – –
VFA
632
Valeo Financial Advisors
Indiana
$4K +$687 +16 +18%
OFW
633
Omnia Family Wealth
Florida
$4K +$4.08K +95 New
PHK
634
Point72 Hong Kong
Hong Kong
$3K -$24.3K -565 -90%
AWA
635
Acorn Wealth Advisors
Michigan
$3K – – –
FHA
636
First Horizon Advisors
Tennessee
$3K – – –
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
SFSIG
638
San Francisco Sentry Investment Group
California
$2K – – –
THWM
639
Taylor Hoffman Wealth Management
Virginia
$2K – – –
PFO
640
Pathstone Family Office
New Jersey
$2K +$1.68K +39 New
BFC
641
Bedel Financial Consulting
Indiana
$2K +$2.1K +49 New
IFAM
642
Institutional & Family Asset Management
Colorado
$2K +$2.58K +60 New
SLF
643
Sun Life Financial
Ontario, Canada
$1.43K -$27.1K -631 -92%
RWM
644
Raffa Wealth Management
District of Columbia
$1.21K +$1.29K +30 New
AF
645
Advisornet Financial
Minnesota
$1K – – –
GWS
646
Glassman Wealth Services
Virginia
$1K – – –
GI
647
Gradient Investments
Minnesota
$1K – – –
SWM
648
SeaCrest Wealth Management
New York
$1K – – –
MIFH
649
Migdal Insurance & Financial Holdings
Israel
$1K +$1.29K +30 New
AAP
650
Arax Advisory Partners
Colorado
$1K +$1.98K +46 New