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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Abound Wealth Management
Tennessee
$6.35K – – –
UIA
752
Ulland Investment Advisors
Minnesota
$6K – – –
GFPC
753
Global Financial Private Client
Florida
$5.86K +$4.25K +19 +380%
AssetMark Inc
754
AssetMark Inc
California
$5.66K -$7.82K -35 -60%
CT
755
Caldwell Trust
Florida
$5.37K – – –
CAM
756
Creekmur Asset Management
Illinois
$5.37K – – –
GSEP
757
Golden State Equity Partners
California
$5.37K +$4.92K +22 New
SIC
758
SJS Investment Consulting
Ohio
$4.16K +$223 +1 +6%
FPF
759
First Pacific Financial
Washington
$4.15K +$223 +1 +6%
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.06K – – –
CLOS
761
Compagnie Lombard Odier SCmA
Switzerland
$3.91K – – –
IUHSA
762
Itau Unibanco Holding S.A.
Brazil
$3.66K +$3.35K +15 New
WT
763
Whittier Trust
California
$3.66K – – –
PWMG
764
Prestige Wealth Management Group
New Jersey
$3.42K – – –
RWM
765
Raffa Wealth Management
District of Columbia
$3.42K – – –
EB
766
Eastern Bank
Massachusetts
$3.42K +$3.13K +14 New
GBT
767
Grove Bank & Trust
Florida
$3.42K +$3.13K +14 New
BHWM
768
Bay Harbor Wealth Management
Maryland
$3.17K +$1.12K +5 +63%
CPG
769
Cornerstone Planning Group
New Jersey
$2.93K +$447 +2 +20%
DPW
770
DiNuzzo Private Wealth
Pennsylvania
$2.93K – – –
CFD
771
Creative Financial Designs
Indiana
$2.93K +$2.68K +12 New
FCM
772
Fourpath Capital Management
Oklahoma
$2.69K +$2.46K +11 New
SS
773
Sunbelt Securities
Texas
$2.69K +$2.46K +11 New
MA
774
MCF Advisors
Kentucky
$2.44K – – –
VWA
775
Valued Wealth Advisors
Utah
$2.44K – – –