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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
651
MassMutual Private Wealth & Trust
Connecticut
$5.81K -$1.36K -7 -19%
JFA
652
JNBA Financial Advisors
Minnesota
$5K – – –
APP
653
Avantax Planning Partners
Iowa
$4K +$3.9K +20 New
JAM
654
JCIC Asset Management
Ontario, Canada
$4K +$3.9K +20 New
OIA
655
Optimum Investment Advisors
Illinois
$4K +$3.9K +20 New
BC
656
Bartlett & Co
Ohio
$3K -$29.8K -153 -92%
PW
657
Price Wealth
Texas
$3K -$3.12K -16 -50%
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$779 +4 +36%
IFAM
659
Institutional & Family Asset Management
Colorado
$3K +$2.73K +14 New
RWP
660
RWA Wealth Partners
Massachusetts
$3K +$2.92K +15 New
JA
661
JOYN Advisors
Georgia
$3K +$3.31K +17 New
BCWM
662
Bartlett & Co Wealth Management
Ohio
$2.81K +$2.73K +14 New
RWM
663
Raffa Wealth Management
District of Columbia
$2.2K +$2.14K +11 New
ED
664
Exane Derivatives
France
$2.02K +$195 +1 +11%
BWM
665
Baystate Wealth Management
Massachusetts
$2K -$11.9K -61 -86%
AC
666
Avestar Capital
New York
$2K -$8.77K -45 -74%
CHC
667
City Holding Co
West Virginia
$2K – – –
CB
668
Community Bank
New York
$2K – – –
TIM
669
Tortoise Investment Management
New York
$2K – – –
HIM
670
Hillsdale Investment Management
Ontario, Canada
$2K +$584 +3 +43%
ACM
671
Aviance Capital Management
Florida
$2K +$1.75K +9 New
ML
672
McAdam LLC
Pennsylvania
$2K +$2.14K +11 New
BBHC
673
Brown Brothers Harriman & Co
New York
$1K -$6.62K -34 -85%
LFA
674
Legacy Financial Advisors
Kentucky
$1K -$2.53K -13 -72%
SWMG
675
Signature Wealth Management Group
Georgia
$1K -$779 -4 -57%