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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
676
Heritage Wealth Advisors
Virginia
$101K
HPC
677
HM Payson & Co
Maine
$100K -$61.3K -1,296 -38%
BTI
678
Blue Trust Inc
Georgia
$95.7K -$3.08K -65 -3%
HIA
679
Harbor Investment Advisory
Maryland
$83.5K
OAM
680
Ostrum Asset Management
France
$79.4K -$108K -2,276 -58%
WTC
681
WhitTier Trust Company
Nevada
$78.9K -$1.23K -26 -2%
BCWM
682
Bartlett & Co Wealth Management
Ohio
$78.9K +$67.2K +1,420 +594%
TC
683
Toews Corporation
New Jersey
$76.3K +$76K +1,605 New
CFSG
684
Community Financial Services Group
Vermont
$74.1K
CA
685
CoreCap Advisors
Michigan
$73.4K +$54.5K +1,152 +295%
TWIM
686
TIAA Wealth Investment Management
New York
$72.9K -$804 -17 -1%
MCP
687
Miller Capital Partners
Michigan
$72K
CAM
688
Costello Asset Management
Pennsylvania
$71.3K
SIS
689
Strategic Investment Solutions
Illinois
$71.3K
CH
690
Cromwell Holdings
Wyoming
$68.2K +$1.94K +41 +3%
IFWM
691
Institute for Wealth Management
Colorado
$64.4K +$64.1K +1,354 New
BHWM
692
Beaird Harris Wealth Management
Texas
$63.1K
OL
693
OneFund LLC
Florida
$62.1K -$189 -4 -0.3%
GWM
694
Geneos Wealth Management
Colorado
$60.1K
MA
695
MCF Advisors
Kentucky
$59.2K +$3.08K +65 +6%
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$59.2K +$6.15K +130 +12%
OCWP
697
Owl Creek Wealth Partners
Colorado
$58.4K +$47.4K +1,002 +443%
SIM
698
Synergy Investment Management
Florida
$56.3K +$46.6K +985 +383%
DMBA
699
Deseret Mutual Benefit Administrators
Utah
$54.2K -$1.89K -40 -3%
NOI
700
Newton One Investments
Delaware
$53.7K +$53.4K +1,129 New