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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
501
Engrave Wealth Partners
Texas
$10K +$10.3K +78 New
VNA
502
Valley National Advisers
Pennsylvania
$10K +$10.3K +78 New
FCB
503
First Command Bank
Texas
$9K +$8.81K +67 New
FCFS
504
First Command Financial Services
Texas
$9K +$8.81K +67 New
HWM
505
Howard Wealth Management
Connecticut
$9K +$9.2K +70 New
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
CI
507
Cordant Inc
Oregon
$8K +$7.49K +57 New
KPW
508
Kore Private Wealth
New York
$8K +$7.89K +60 New
PO
509
Private Ocean
California
$7K
PMFA
510
Plante Moran Financial Advisors
Michigan
$6K -$17.5K -133 -76%
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$6K
PCTC
512
Perkins Coie Trust Company
Washington
$6K
WOC
513
West Oak Capital
California
$6K
FCM
514
Firestone Capital Management
Florida
$6K +$5.52K +42 New
HWM
515
HighMark Wealth Management
Minnesota
$6K +$6.18K +47 New
KFS
516
Kelly Financial Services
Massachusetts
$5.9K
BlackRock
517
BlackRock
New York
$5K -$1.34M -10,231 -100%
GWMIA
518
Global Wealth Management Investment Advisory
Florida
$5K
WCG
519
Weaver Consulting Group
California
$5K
MAWCM
520
Mine & Arao Wealth Creation & Management
California
$5K +$5.26K +40 New
FCH
521
Freestone Capital Holdings
Washington
$4.27K +$469K +3,571 +13%
TSW
522
Thompson Siegel & Walmsley
Virginia
$4K
IFAM
523
Institutional & Family Asset Management
Colorado
$4K +$657 +5 +19%
HWA
524
Heritage Wealth Advisors
Virginia
$3.89K +$3.81K +29 New
NIM
525
Nicollet Investment Management
Minnesota
$3.57K +$91.3K +695 +3%