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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
3326
Bay Harbor Wealth Management
Maryland
$80.2K +$934 +9 +1%
AP
3327
Aspect Partners
Virginia
$77.8K +$74.1K +714 New
CCA
3328
Criterion Capital Advisors
Tennessee
$77.7K +$74K +713 New
ATC
3329
Advantage Trust Company
Kansas
$76.3K +$72.7K +700 New
KWAG
3330
Kiely Wealth Advisory Group
North Carolina
$72.4K +$62.3K +600 New
BAM
3331
Bellevue Asset Management
Washington
$67.7K +$208 +2 +0.3%
HF
3332
Halpern Financial
Virginia
$67.5K +$61K +588 New
LWA
3333
Lowe Wealth Advisors
Maryland
$67.3K -$7.79K -75 -11%
WAG
3334
Wiser Advisor Group
Arizona
$67K +$63.8K +615 New
HB
3335
Horizon Bancorp
Indiana
$67K -$104K -1,003 -62%
FFA
3336
Frazier Financial Advisors
Ohio
$66.7K +$63.5K +612 New
NBT
3337
Northwest Bank & Trust
Iowa
$66.5K +$63.3K +610 New
GG
3338
Gleason Group
Kentucky
$66.5K +$519 +5 +0.8%
FSWA
3339
Financial Synergies Wealth Advisors
Texas
$66.3K -$40.7K -392 -40%
TVAMP
3340
Tennessee Valley Asset Management Partners
Tennessee
$65.7K +$62.5K +602 New
CCM
3341
Copeland Capital Management
Pennsylvania
$65.4K
IA
3342
IFS Advisors
Kansas
$65.1K
IUHSA
3343
Itau Unibanco Holding S.A.
Brazil
$64.8K +$4.15K +40 +7%
AP
3344
Atwood & Palmer
Missouri
$63.2K
GWMIA
3345
Global Wealth Management Investment Advisory
Florida
$63.2K
SA
3346
Scarborough Advisors
Maryland
$63.1K +$60.1K +579 New
MWM
3347
Mascoma Wealth Management
New Hampshire
$62.4K
LIWM
3348
Long Island Wealth Management
New York
$61K +$57.7K +556 New
UOTTAIMCU
3349
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$60.4K +$10.4K +100 +22%
DF
3350
Dunhill Financial
United Kingdom
$58K +$55.2K +532 New