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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
501
Washington Trust Advisors
Massachusetts
$18.7K -$926 -7 -5%
SVCP
502
Silicon Valley Capital Partners
California
$18.5K +$17.9K +135 New
CSWM
503
Cassady Schiller Wealth Management
Ohio
$18.1K +$17.5K +132 New
NIC
504
Northwest Investment Counselors
Oregon
$17.4K
FP
505
Financial Perspectives
Minnesota
$17.1K
Macquarie Group
506
Macquarie Group
Australia
$17K
CFD
507
Creative Financial Designs
Indiana
$17K
SWM
508
Sugarloaf Wealth Management
Georgia
$16.1K
SFG
509
Steward Financial Group
Texas
$16K +$16.1K +122 New
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$15.6K
GKIM
511
GW&K Investment Management
Massachusetts
$14K +$13.9K +105 New
CFO
512
CVA Family Office
Colorado
$13.8K +$6.88K +52 +106%
CCA
513
Column Capital Advisors
Indiana
$13.7K
WP
514
WealthPLAN Partners
Nebraska
$13.7K
RWM
515
Raffa Wealth Management
District of Columbia
$13.3K
EAM
516
Eukles Asset Management
Ohio
$12.6K
ATC
517
Adirondack Trust Company
New York
$12.3K +$11.9K +90 New
PWMG
518
Prestige Wealth Management Group
New Jersey
$11.9K
FMP
519
Financial Management Professionals
Texas
$11K -$26.4K -200 -71%
FMTCOCP
520
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K +$10.2K +77 New
RAM
521
Riggs Asset Management
Pennsylvania
$10.9K
IFAM
522
Institutional & Family Asset Management
Colorado
$10.7K
DI
523
Disciplined Investments
Oklahoma
$10.3K
CAS
524
Coppell Advisory Solutions
Texas
$10.2K +$10.1K +76 New
CT
525
Colonial Trust
South Carolina
$10.1K -$8.73K -66 -47%