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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
601
Harbor Investment Advisory
Maryland
$6K – – –
JMF
602
Johnson Midwest Financial
Iowa
$6K – – –
SFG
603
Steward Financial Group
Texas
$6K +$4.13K +78 +153%
AAMU
604
AEGON Asset Management (UK)
United Kingdom
$6K +$6.51K +123 New
SWA
605
Sutton Wealth Advisors
Florida
$5.95K +$1.91K +36 +44%
BWM
606
BerganKDV Wealth Management
Minnesota
$5K – – –
OC
607
Oakworth Capital
Alabama
$5K – – –
SSB
608
Sandy Spring Bank
Maryland
$5K – – –
VNA
609
Valley National Advisers
Pennsylvania
$5K – – –
FWM
610
Focused Wealth Management
New York
$5K +$794 +15 +20%
GKIM
611
GW&K Investment Management
Massachusetts
$5K +$2.54K +48 +100%
PCG
612
Private Capital Group
Connecticut
$4K -$476 -9 -10%
SC
613
Schubert & Co
Texas
$4K +$2.7K +51 +189%
CFO
614
CVA Family Office
Colorado
$3K -$31.8K -600 -91%
CTB
615
Country Trust Bank
Illinois
$3K -$5.08K -96 -59%
Lazard Asset Management
616
Lazard Asset Management
New York
$3K -$3.81K -72 -55%
CWM
617
Curi Wealth Management
North Carolina
$3K – – –
ETI
618
Enterprise Trust & Investment
California
$3K +$3.17K +60 New
FWA
619
FSC Wealth Advisors
New York
$3K +$3.33K +63 New
RWM
620
Raffa Wealth Management
District of Columbia
$2.29K – – –
AAP
621
Arax Advisory Partners
Colorado
$2K -$3.17K -60 -63%
DI
622
Disciplined Investments
Oklahoma
$2K -$2.7K -51 -63%
AWM
623
Atticus Wealth Management
Florida
$2K – – –
BWM
624
Baystate Wealth Management
Massachusetts
$2K – – –
BWA
625
BDO Wealth Advisors
Florida
$2K – – –