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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
2251
RPg Family Wealth Advisory
Massachusetts
$14.9K +$15K +90 New
IHWM
2252
Iron Horse Wealth Management
Iowa
$14K
HL
2253
Harding Loevner
New Jersey
$13K
CFN
2254
Cordasco Financial Network
Florida
$12K
MAM
2255
McCarthy Asset Management
California
$12K
OCM
2256
Orion Capital Management
California
$12K
TAM
2257
Tucker Asset Management
Colorado
$11.1K
BHWM
2258
Bay Harbor Wealth Management
Maryland
$11K -$17.5K -105 -61%
IAS
2259
IMA Advisory Services
Colorado
$10K -$5.01K -30 -33%
BA
2260
Bellwether Advisors
Nebraska
$10K
RIA
2261
RPG Investment Advisory
California
$10K
AWM
2262
Activest Wealth Management
Florida
$10K +$9.85K +59 New
FA
2263
Fortis Advisors
Pennsylvania
$10K +$10K +60 New
BBHC
2264
Brown Brothers Harriman & Co
New York
$8.76K -$133K -799 -1%
GFPC
2265
Global Financial Private Client
Florida
$7.76K
SWG
2266
Summit Wealth Group
Vermont
$7K
CQS
2267
Credential Qtrade Securities
$6.75K
MS
2268
Mizuho Securities
Japan
$6K
PMAS
2269
PNC Managed Account Solutions
Texas
$5K +$4.84K +29 New
BC
2270
Barnett & Company
Tennessee
$5K +$5.17K +31 New
PWS
2271
Paragon Wealth Strategies
Florida
$5K +$5.17K +31 New
JIR
2272
James Investment Research
Ohio
$3K
H
2273
HoyleCohen
California
$2.46K +$13.2K +79 +0.5%
TFA
2274
Transamerica Financial Advisors
Florida
$1K
DWA
2275
Delos Wealth Advisors
Texas
$1K +$834 +5 New