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Name Holding Trade Value Shares
Change
Change in
Stake
FFO
801
Fortitude Family Office
Arizona
$11.1K +$11.7K +96 New
HGERS
802
Householder Group Estate & Retirement Specialist
Arizona
$11K
GKIM
803
GW&K Investment Management
Massachusetts
$11K +$244 +2 +2%
AWM
804
Abound Wealth Management
Tennessee
$10.9K +$4.76K +39 +71%
WTA
805
Washington Trust Advisors
Massachusetts
$10.9K
BIA
806
Bell Investment Advisors
California
$10.8K -$1.34K -11 -11%
ADL
807
Asset Dedication LLC
California
$10.4K -$8.68K -71 -44%
CFO
808
CVA Family Office
Colorado
$10.1K +$3.67K +30 +53%
BWL
809
Bogart Wealth LLC
Virginia
$9.98K
WA
810
Whipplewood Advisors
Colorado
$9.4K +$9.9K +81 New
OSNBOA
811
Old Second National Bank of Aurora
Illinois
$9.05K +$9.53K +78 New
ZB
812
Zions Bancorporation
Utah
$8.24K -$7.58K -62 -47%
HIA
813
Harbor Investment Advisory
Maryland
$7.66K
FWM
814
FSA Wealth Management
Massachusetts
$7.43K
PWMG
815
Private Wealth Management Group
New Jersey
$7.31K +$4.76K +39 +163%
AFG
816
Albion Financial Group
Utah
$7.2K +$7.58K +62 New
MCM
817
Manchester Capital Management
Vermont
$6.92K
LI
818
LRI Investments
Florida
$6.62K
AF
819
Atala Financial
California
$6.62K +$6.96K +57 New
RS
820
Rakuten Securities
Japan
$6.38K -$244 -2 -4%
TCOV
821
Trust Company of Vermont
Vermont
$6.38K
HI
822
Harbour Investments
Wisconsin
$6.15K -$5.99K -49 -48%
GFPC
823
Global Financial Private Client
Florida
$6.15K +$977 +8 +18%
BAM
824
Bellevue Asset Management
Washington
$5.8K
BCM
825
Blume Capital Management
California
$5.8K +$6.11K +50 New