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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
601
Ten Capital Wealth Advisors
Washington
$13K – – –
TCOV
602
Trust Company of Vermont
Vermont
$13K +$13.2K +216 New
AWA
603
Arkadios Wealth Advisors
Georgia
$12K – – –
CFA
604
Carroll Financial Associates
North Carolina
$10K +$1.47K +24 +16%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$10K +$5.33K +87 +116%
CP
606
Castleview Partners
Texas
$10K +$10.2K +167 New
Optiver Holding
607
Optiver Holding
Netherlands
$10K +$10.2K +167 New
HFS
608
HBC Financial Services
Washington
$10K +$11K +180 New
CWA
609
Clearview Wealth Advisors
Oregon
$9K – – –
IBOK
610
Independence Bank of Kentucky
Kentucky
$9K – – –
MWC
611
MBM Wealth Consultants
Missouri
$9K – – –
OIA
612
Optimum Investment Advisors
Illinois
$9K +$61 +1 +0.6%
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$9.2K +150 New
MCM
614
MV Capital Management
Maryland
$8K +$7.54K +123 +879%
JFA
615
JNBA Financial Advisors
Minnesota
$7K – – –
RA
616
Resolute Advisors
California
$7K – – –
FHC
617
First Horizon Corporation
Tennessee
$6K – – –
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.7K +93 New
MHR
619
Matthew Hamilton Rosenberg
$6K +$6.01K +98 New
CWP
620
Concord Wealth Partners
Virginia
$5K -$4.6K -75 -49%
HWM
621
HighMark Wealth Management
Minnesota
$5K -$920 -15 -16%
VCM
622
Versant Capital Management
Arizona
$5K -$736 -12 -12%
EWA
623
Evolution Wealth Advisors
Florida
$5K – – –
HPC
624
HM Payson & Co
Maine
$5K – – –
HWMA
625
Heritage Wealth Management (Arizona)
Arizona
$5K +$4.72K +77 New