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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
SHP Wealth Management
Massachusetts
$6.5K +$5.46K +15 New
MWM
852
Mascoma Wealth Management
New Hampshire
$6.29K
CFM
853
Cornerstone Financial Management
Massachusetts
$6.29K +$5.46K +15 New
CTB
854
Country Trust Bank
Illinois
$5.46K -$364 -1 -7%
PIS
855
POM Investment Strategies
North Carolina
$5.46K +$4.73K +13 New
TCOV
856
Trust Company of Vermont
Vermont
$5.04K
BWL
857
Bogart Wealth LLC
Virginia
$5.04K +$1.09K +3 +33%
SS
858
Sunbelt Securities
Texas
$5.04K +$1.46K +4 +50%
CIA
859
Cape Investment Advisory
Georgia
$4.62K
UB
860
UMB Bank
Missouri
$4.62K +$1.09K +3 +38%
EW
861
Elyxium Wealth
California
$4.62K +$4K +11 New
NSIM
862
North Star Investment Management
Illinois
$4.62K +$4K +11 New
MCM
863
Manchester Capital Management
Vermont
$4.2K -$83.7K -230 -96%
CH
864
Cromwell Holdings
Wyoming
$4.2K
LWMI
865
Legacy Wealth Management (Idaho)
Idaho
$4.2K
ACM
866
Aster Capital Management
United Arab Emirates
$4.2K +$3.64K +10 New
RWM
867
Raffa Wealth Management
District of Columbia
$3.36K -$364 -1 -11%
S
868
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
869
Kayne Anderson Rudnick Investment Management
California
$2.97K -$6.91K -19 -73%
CT
870
Clearstead Trust
Maine
$2.94K +$2.55K +7 New
PTC
871
Private Trust Company
Ohio
$2.94K +$2.55K +7 New
DPW
872
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
873
Rialto Wealth Management
New York
$2.52K +$728 +2 +50%
HFS
874
Hughes Financial Services
Virginia
$2.52K
PWA
875
Principia Wealth Advisory
Texas
$2.52K +$364 +1 +20%