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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
AllSquare Wealth Management
New York
$18K – – –
HI
402
Harbour Investments
Wisconsin
$18K – – –
RTC
403
Riverview Trust Company
Washington
$16K – – –
DMBA
404
Deseret Mutual Benefit Administrators
Utah
$15K -$31.3K -655 -66%
GM
405
GeoWealth Management
Illinois
$15K +$334 +7 +2%
TF
406
Tompkins Financial
New York
$14K – – –
BWA
407
BDO Wealth Advisors
Florida
$11K – – –
TC
408
Tacita Capital
Ontario, Canada
$11K – – –
CFGS
409
Concourse Financial Group Securities
Alabama
$9K -$57.4K -1,201 -86%
SWM
410
Spire Wealth Management
Virginia
$9K -$716 -15 -7%
WTC
411
WhitTier Trust Company
Nevada
$9K – – –
AF
412
Allworth Financial
California
$9K +$812 +17 +10%
HDIM
413
Hanson & Doremus Investment Management
Vermont
$9K +$9.03K +189 New
FHA
414
First Horizon Advisors
Tennessee
$8K +$2.1K +44 +30%
AWM
415
Activest Wealth Management
Florida
$8K +$7.88K +165 New
JWA
416
JFS Wealth Advisors
Pennsylvania
$7K – – –
SC
417
Schubert & Co
Texas
$6K -$239 -5 -4%
BIA
418
Bell Investment Advisors
California
$5K – – –
HWMA
419
Heritage Wealth Management (Arizona)
Arizona
$5K – – –
BWM
420
Baystate Wealth Management
Massachusetts
$5K +$48 +1 +0.9%
LF
421
Lee Financial
Texas
$5K +$143 +3 +3%
DTIM
422
Danda Trouve Investment Management
Kansas
$5K +$4.78K +100 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$5K +$4.87K +102 New
ECM
424
Estabrook Capital Management
New York
$3.68K – – –
ETC
425
Exchange Traded Concepts
Oklahoma
$3K -$478 -10 -13%