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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
701
Venturi Wealth Management
Texas
$17K -$4.18K -72 -22%
IBOK
702
Independence Bank of Kentucky
Kentucky
$16.9K
GWMIA
703
Global Wealth Management Investment Advisory
Florida
$16.7K
NSIM
704
North Star Investment Management
Illinois
$16K -$40.1K -691 -74%
CFO
705
CVA Family Office
Colorado
$15.7K +$13.7K +235 New
CPG
706
Cornerstone Planning Group
New Jersey
$15.3K -$349 -6 -3%
SAM
707
Smartleaf Asset Management
Massachusetts
$15.1K +$13.1K +225 New
VCM
708
Versant Capital Management
Arizona
$14.6K
CG
709
Cutler Group
California
$14K +$11.9K +205 +1,206%
UCB
710
United Community Bank
South Carolina
$13.7K
JWA
711
JFS Wealth Advisors
Pennsylvania
$12.5K +$871 +15 +9%
BWM
712
Baystate Wealth Management
Massachusetts
$11.6K +$10K +173 New
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$11.2K
BLC
714
Brown, Lisle/Cummings
Rhode Island
$11.1K
NCM
715
Northwest Capital Management
Oregon
$11K +$58 +1 +0.6%
CA
716
Centerpoint Advisors
Massachusetts
$10K
WWM
717
Wolff Wiese Magana
California
$9.04K +$581 +10 +8%
GKIM
718
GW&K Investment Management
Massachusetts
$9K +$1.05K +18 +17%
SIS
719
Sound Income Strategies
Florida
$8.91K
AWM
720
Abound Wealth Management
Tennessee
$7.99K +$697 +12 +11%
GWS
721
Glassman Wealth Services
Virginia
$7.7K +$987 +17 +17%
HGA
722
Hobbs Group Advisors
South Carolina
$7.64K +$6.62K +114 New
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
$7.1K -$5.98K -103 -49%
TCWA
724
Turtle Creek Wealth Advisors
Texas
$6.83K +$5.92K +102 New
GEA
725
Glen Eagle Advisors
New Jersey
$6.7K