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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
601
Janiczek Wealth Management
Colorado
$6K +$6.28K +34 New
CHC
602
City Holding Co
West Virginia
$5K – – –
HNB
603
Huntington National Bank
Ohio
$5K +$1.85K +10 +59%
PFWA
604
Paces Ferry Wealth Advisors
Georgia
$5K +$5.36K +29 New
BBHC
605
Brown Brothers Harriman & Co
New York
$4K – – –
JCM
606
Jacobi Capital Management
Pennsylvania
$4K – – –
PO
607
Private Ocean
California
$4K – – –
RWM
608
Raffa Wealth Management
District of Columbia
$3.77K +$923 +5 +29%
PCG
609
Private Capital Group
Connecticut
$3K – – –
TFS
610
TrustCore Financial Services
Tennessee
$3K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$3K +$2.77K +15 New
M
612
MOTCO
Texas
$2K – – –
CA
613
Crewe Advisors
Utah
$2K +$1.66K +9 New
BWM
614
BerganKDV Wealth Management
Minnesota
$1K -$739 -4 -40%
GWM
615
Geneos Wealth Management
Colorado
$1K – – –
PWMG
616
Prestige Wealth Management Group
New Jersey
$1K – – –
PW
617
Price Wealth
Texas
$1K – – –
UFF
618
USA Financial Formulas
Michigan
$1K – – –
FFA
619
Founders Financial Alliance
North Carolina
$1K +$554 +3 New
TFM
620
TFC Financial Management
Massachusetts
$1K +$554 +3 New
MCM
621
Manchester Capital Management
Vermont
$1K +$1.11K +6 New
SFSIG
622
San Francisco Sentry Investment Group
California
$1K +$1.48K +8 New
WIM
623
Westside Investment Management
California
$37 +$185 +1 +0.5%
CTA
624
Carillon Tower Advisers
Florida
– -$62M -323,155 Closed
OGC
625
One68 Global Capital
New York
– -$8.64M -45,000 Closed