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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$2.36K -$1.06K -14 -33%
LF
577
Lee Financial
Texas
$1.96K – – –
CMBA
578
C.M. Bidwell & Associates
Hawaii
$1.79K – – –
AF
579
Advisornet Financial
Minnesota
$1.63K -$4.7K -62 -76%
FFL
580
Financial Freedom LLC
Ohio
$1.55K – – –
CHC
581
City Holding Co
West Virginia
$1.47K – – –
SIC
582
SJS Investment Consulting
Ohio
$1.14K +$379 +5 +56%
M
583
MOTCO
Texas
$1.14K – – –
ADL
584
Asset Dedication LLC
California
$1K – – –
FMP
585
Financial Management Professionals
Texas
$1K – – –
TFA
586
Transamerica Financial Advisors
Florida
$1K – – –
RWM
587
Raffa Wealth Management
District of Columbia
$978 – – –
BCH
588
Berkshire Capital Holdings
California
$815 – – –
FWM
589
Focused Wealth Management
New York
$734 -$3.79K -50 -85%
IPW
590
Impact Partnership Wealth
Georgia
$652 – – –
WT
591
Whittier Trust
California
$326 +$303 +4 New
IFAM
592
Institutional & Family Asset Management
Colorado
$245 – – –
MA
593
Montag & Associates
Georgia
$245 – – –
CPG
594
Cornerstone Planning Group
New Jersey
$245 +$227 +3 New
TIM
595
Tortoise Investment Management
New York
$163 – – –
AssetMark Inc
596
AssetMark Inc
California
$163 +$152 +2 New
TWD
597
True Wealth Design
Ohio
$82 – – –
AP
598
Atwood & Palmer
Missouri
$82 +$76 +1 New
BWM
599
Baystate Wealth Management
Massachusetts
$82 +$76 +1 New
GFPC
600
Global Financial Private Client
Florida
$81 – – –