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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Abound Wealth Management
Tennessee
$5.15K
RG
677
Retirement Group
California
$5.15K
UIA
678
Ulland Investment Advisors
Minnesota
$5K
AW
679
Avion Wealth
Texas
$5K +$1.1K +6 +33%
CT
680
Caldwell Trust
Florida
$4.36K
First Manhattan
681
First Manhattan
New York
$3.96K +$3.48K +19 +1,900%
S
682
Sachetta
Massachusetts
$3.27K
SIC
683
SJS Investment Consulting
Ohio
$3.17K +$916 +5 +45%
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$3.17K
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.07K
WT
686
Whittier Trust
California
$2.97K
PWMG
687
Prestige Wealth Management Group
New Jersey
$2.77K
RWM
688
Raffa Wealth Management
District of Columbia
$2.77K
CTA
689
Colonial Trust Advisors
South Carolina
$2.39K -$2.75K -15 -56%
VAG
690
VisionPoint Advisory Group
Texas
$2.38K +$366 +2 +20%
DF
691
Dunhill Financial
United Kingdom
$2.23K +$366 +2 +22%
GWM
692
Geneos Wealth Management
Colorado
$2.18K
PCM
693
Penserra Capital Management
California
$2K -$123K -669 -98%
PVH
694
Psagot Value Holdings
Israel
$2K
AAP
695
Arax Advisory Partners
Colorado
$1.99K -$2.2K -12 -55%
DPW
696
DiNuzzo Private Wealth
Pennsylvania
$1.98K
VWA
697
Valued Wealth Advisors
Utah
$1.98K
MA
698
MCF Advisors
Kentucky
$1.98K +$366 +2 +25%
EBA
699
Eagle Bay Advisors
New York
$1.98K
JGIA
700
Jackson Grant Investment Advisers
Connecticut
$1.78K