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Name Holding Trade Value Shares
Change
Change in
Stake
CT
626
Caldwell Trust
Florida
$13.9K +$592 +46 +5%
CFM
627
Compass Financial Management
Florida
$13.8K +$13.4K +1,042 New
Vanguard National Trust
628
Vanguard National Trust
Pennsylvania
$13.4K +$1.42K +110 +12%
WA
629
WPG Advisers
Maryland
$13.4K -$26.3K -2,043 -67%
DWM
630
Darwin Wealth Management
Florida
$13.3K +$39 +3 +0.3%
AAG
631
Armstrong Advisory Group
Massachusetts
$13.3K – – –
CTC
632
Central Trust Company
Missouri
$13.3K – – –
LWCFA
633
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.3K – – –
MSFP
634
Mark Sheptoff Financial Planning
Connecticut
$13.3K – – –
MAFA
635
MJT & Associates Financial Advisory
Minnesota
$13.3K +$12.9K +1,000 New
GKIM
636
GW&K Investment Management
Massachusetts
$13K +$51 +4 +0.4%
LF
637
LifeSteps Financial
California
$12.7K +$12.3K +954 New
CFD
638
Creative Financial Designs
Indiana
$12.6K +$10.5K +815 +595%
YP
639
YANKCOM Partnership
South Dakota
$12.6K +$12.2K +951 New
NB
640
NBH Bank
Colorado
$12.6K +$12.2K +950 New
PP
641
Pacifica Partners
Canada
$12.1K – – –
MO
642
McMillan Office
Michigan
$12K – – –
BL
643
BFSG LLC
California
$11K +$10.7K +831 New
KG
644
Kilter Group
New York
$11K +$4.45K +346 +72%
TFA
645
Transamerica Financial Advisors
Florida
$10.8K +$8.51K +661 +426%
MHR
646
Matthew Hamilton Rosenberg
$10.6K +$10.3K +800 New
BFS
647
Bare Financial Services
Pennsylvania
$10.2K +$9.27K +720 +1,532%
JEST
648
JTC Employer Solutions Trustee
Jersey
$10K – – –
MG
649
Mather Group
Illinois
$9.79K +$9.01K +700 +1,892%
RWS
650
Retirement Wealth Solutions
Wisconsin
$9.7K – – –