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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Baystate Wealth Management
Massachusetts
$7.88K
FFO
602
Fortitude Family Office
Arizona
$7.88K +$7.38K +51 New
AIM
603
Anchor Investment Management
South Carolina
$7.73K
AFG
604
Albion Financial Group
Utah
$7.42K +$6.94K +48 New
GWM
605
Geneos Wealth Management
Colorado
$7.42K -$22.7K -157 -77%
BIA
606
Bell Investment Advisors
California
$6.34K -$1.01K -7 -15%
OP
607
ORG Partners
Indiana
$6.34K -$1.3K -9 -18%
GI
608
Gradient Investments
Minnesota
$6.34K
GEA
609
Glen Eagle Advisors
New Jersey
$6.18K -$1.45K -10 -20%
CAM
610
Creekmur Asset Management
Illinois
$5.87K +$5.5K +38 New
CPG
611
Cornerstone Planning Group
New Jersey
$5.57K
First Manhattan
612
First Manhattan
New York
$5.57K +$5.06K +35 New
IGWM
613
ICA Group Wealth Management
Colorado
$5.26K +$4.92K +34 New
TH
614
TCTC Holdings
Texas
$4.95K
WPWM
615
Western Pacific Wealth Management
Illinois
$4.64K
PGAM
616
Princeton Global Asset Management
New Jersey
$4.33K +$4.05K +28 New
ECM
617
Estabrook Capital Management
New York
$4.17K
BCM
618
Bourgeon Capital Management
Connecticut
$4.17K +$1.01K +7 +35%
VAG
619
VisionPoint Advisory Group
Texas
$4.17K +$3.9K +27 New
GCM
620
Gables Capital Management
Florida
$4.02K
FWM
621
FSA Wealth Management
Massachusetts
$4K +$3.47K +24 New
M
622
MOTCO
Texas
$3.87K
HIA
623
Harbor Investment Advisory
Maryland
$3.71K +$145 +1 +4%
AT
624
Arlington Trust
Alabama
$3.25K -$2.99M -20,688 -100%
HWM
625
HighMark Wealth Management
Minnesota
$3.25K