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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
676
Sandy Spring Bank
Maryland
$7K – – –
MCM
677
MV Capital Management
Maryland
$7K +$817 +12 +13%
BIA
678
Bell Investment Advisors
California
$7K +$1.23K +18 +22%
CFRPA
679
Castle Financial & Retirement Planning Associates
New Jersey
$7K +$8.58K +126 New
IPW
680
IronBridge Private Wealth
Texas
$6K – – –
VNA
681
Valley National Advisers
Pennsylvania
$6K – – –
BHWM
682
Beaird Harris Wealth Management
Texas
$6K +$6.13K +90 New
CYG
683
Clean Yield Group
Vermont
$6K +$6.13K +90 New
CFD
684
Creative Financial Designs
Indiana
$5K – – –
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
SWA
686
Sutton Wealth Advisors
Florida
$4.2K – – –
FNBOSM
687
First National Bank of South Miami
Florida
$4K – – –
ZB
688
Zions Bancorporation
Utah
$4K +$1.23K +18 +40%
TC
689
TAP Consulting
Missouri
$4K +$4.09K +60 New
RWM
690
Raffa Wealth Management
District of Columbia
$3.15K – – –
DI
691
Disciplined Investments
Oklahoma
$3K – – –
Lazard Asset Management
692
Lazard Asset Management
New York
$3K – – –
SC
693
Schubert & Co
Texas
$3K +$2.45K +36 New
BWM
694
Baystate Wealth Management
Massachusetts
$3K +$3.06K +45 New
BWA
695
BDO Wealth Advisors
Florida
$3K +$3.06K +45 New
CWS
696
Confluence Wealth Services
Pennsylvania
$3K +$3.27K +48 New
SFG
697
Steward Financial Group
Texas
$3K +$3.47K +51 New
CWM
698
Curi Wealth Management
North Carolina
$3K +$3.88K +57 New
SFCL
699
Strengthening Families & Communities LLC
Massachusetts
$3K +$11.6K +171 New
GWM
700
Geneos Wealth Management
Colorado
$2K – – –