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Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$11.5K
FWM
327
Focused Wealth Management
New York
$11.5K
SN
328
Sittner & Nelson
Oregon
$11.5K
LFA
329
Livelsberger Financial Advisory
Ohio
$11.5K +$10.5K +100 New
EWA
330
EverSource Wealth Advisors
Alabama
$10.2K -$1.16K -11 -11%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$9.44K -$421 -4 -5%
GWS
332
Glassman Wealth Services
Virginia
$9.21K
SS
333
Sunbelt Securities
Texas
$8.09K
HI
334
Harbour Investments
Wisconsin
$7.59K +$6.94K +66 New
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$7.48K -$631 -6 -8%
CG
336
Cutler Group
California
$7K +$7.05K +67 New
MA
337
MCF Advisors
Kentucky
$6.9K
Mitsubishi UFJ Asset Management
338
Mitsubishi UFJ Asset Management
Japan
$6.04K
HCP
339
Hexagon Capital Partners
Arkansas
$5.98K -$12.5K -119 -70%
BIA
340
Bell Investment Advisors
California
$5.75K +$946 +9 +22%
S
341
Sachetta
Massachusetts
$5.75K +$5.26K +50 New
WT
342
Washington Trust
Rhode Island
$5.67K +$5.15K +49 New
FFO
343
Fortitude Family Office
Arizona
$5.64K +$5.15K +49 New
PTC
344
Private Trust Company
Ohio
$5.18K
AT
345
Arlington Trust
Alabama
$4.72K +$4.31K +41 New
CTC
346
Cetera Trust Company
Minnesota
$4.72K +$4.31K +41 New
AF
347
Allworth Financial
California
$4.49K +$1.37K +13 +50%
HFS
348
Hantz Financial Services
Michigan
$4K +$3.68K +35 New
ASN
349
Advisory Services Network
Georgia
$3.8K +$3.47K +33 New
Jones Financial Companies
350
Jones Financial Companies
Missouri
$3.68K +$2.84K +27 +540%