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Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Alpha Windward
Massachusetts
$6K +$6.07K +152 New
CBT
552
Capital Bank & Trust
California
$5K – – –
VCM
553
Versant Capital Management
Arizona
$5K – – –
CHC
554
City Holding Co
West Virginia
$4K – – –
TWMP
555
Taylor Wealth Management Partners
Massachusetts
$4K – – –
CA
556
Claro Advisors
Massachusetts
$4K +$3.59K +90 New
APC
557
Aspire Private Capital
North Carolina
$4K +$4.19K +105 New
KPW
558
Kore Private Wealth
New York
$4K +$4.31K +108 New
JFA
559
JNBA Financial Advisors
Minnesota
$4K +$4.39K +110 New
PWM
560
PRW Wealth Management
Massachusetts
$4K +$5.95K +149 New
WCM
561
WealthBridge Capital Management
Ohio
$3K +$3.55K +89 New
LWM
562
Liberty Wealth Management
California
$3K +$3.91K +98 New
HR
563
Howe & Rusling
New York
$2K -$120 -3 -6%
FWM
564
Focused Wealth Management
New York
$2K – – –
FCB
565
First Command Bank
Texas
$2K +$2K +50 New
FCFS
566
First Command Financial Services
Texas
$2K +$2K +50 New
EWM
567
Executive Wealth Management
Michigan
$2K +$2.27K +57 New
HI
568
Human Investing
Oregon
$2K +$2.4K +60 New
BWM
569
Baystate Wealth Management
Massachusetts
$1K – – –
GTAM
570
Global Trust Asset Management
Florida
$1K – – –
TNBTD
571
Trustmark National Bank Trust Department
Mississippi
$1K – – –
NR
572
Newfound Research
Massachusetts
$1K +$200 +5 +42%
WA
573
WealthTrust-Arizona
Arizona
$1K +$1.2K +30 New
M
574
MOTCO
Texas
$1K +$1.44K +36 New
AIM
575
Artemis Investment Management
United Kingdom
– -$23.1M -508,331 Closed