Name Holding Trade Value Shares
Change
Change in
Stake
PTC
301
Private Trust Company
Ohio
$2.45K +$2.37K +53 New
IA
302
IFP Advisors
Florida
$2.14K +$2.02K +45 New
GKIM
303
GW&K Investment Management
Massachusetts
$2K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.83K -$716 -16 -29%
RWM
305
Raffa Wealth Management
District of Columbia
$1.78K – – –
BGAI
306
Bruce G. Allen Investments
Colorado
$1.69K – – –
CSWM
307
Cassady Schiller Wealth Management
Ohio
$1.65K +$1.61K +36 New
SIC
308
Salem Investment Counselors
North Carolina
$1.51K – – –
WA
309
WPG Advisers
Maryland
$1.51K +$1.48K +33 New
T
310
Transce3nd
Texas
$1.47K +$1.43K +32 New
WA
311
Whipplewood Advisors
Colorado
$1.43K +$1.39K +31 New
CYG
312
Clean Yield Group
Vermont
$1.38K – – –
PWA
313
Provenance Wealth Advisors
Florida
$1.25K – – –
MA
314
Montag & Associates
Georgia
$1.11K – – –
FHA
315
First Horizon Advisors
Tennessee
$1.11K – – –
PWMG
316
Private Wealth Management Group
New Jersey
$802 – – –
SO
317
Sierra Ocean
California
$802 +$761 +17 New
TWD
318
True Wealth Design
Ohio
$624 +$179 +4 +40%
WCM
319
WealthTrak Capital Management
Virginia
$446 +$448 +10 New
CFB
320
Cullen/Frost Bankers
Texas
$445 – – –
MFG
321
Mendota Financial Group
Wisconsin
$223 -$90 -2 -29%
CA
322
CoreCap Advisors
Michigan
$178 – – –
MG
323
Mather Group
Illinois
$178 – – –
EAM
324
Exane Asset Management
France
$45 -$7.56M -168,881 -100%
PAS
325
Point72 Asia (Singapore)
Singapore
$33 +$45 +1 New