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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1201
Whipplewood Advisors
Colorado
$75.5K -$86.7K -1,204 -53%
SC
1202
Sawyer & Company
Massachusetts
$75K +$12.5K +174 +20%
HWA
1203
Heartwood Wealth Advisors
Virginia
$74.9K +$75.4K +1,047 New
KFA
1204
Kelleher Financial Advisors
New York
$71.5K +$72K +1,000 New
ADL
1205
Asset Dedication LLC
California
$69.5K +$3.17K +44 +5%
NC
1206
North Capital
Utah
$68.1K +$72 +1 +0.1%
PWA
1207
Physician Wealth Advisors
Utah
$68.1K +$1.44K +20 +2%
BC
1208
Barrett & Company
Rhode Island
$68K
FC
1209
Fairscale Capital
New Hampshire
$65.8K
HSBC Holdings
1210
HSBC Holdings
United Kingdom
$65.5K -$1.26M -17,505 -95%
GKIM
1211
GW&K Investment Management
Massachusetts
$58K
FG
1212
Fairman Group
Pennsylvania
$57K +$7.78K +108 +16%
HBW
1213
Hazlett, Burt & Watson
West Virginia
$56K +$4.46K +62 +9%
FCMT
1214
Founders Capital Management (Texas)
Texas
$55.1K
AAG
1215
Armstrong Advisory Group
Massachusetts
$54.4K +$216 +3 +0.4%
TC
1216
Tacita Capital
Ontario, Canada
$53.9K
KFI
1217
Key Financial Inc
Pennsylvania
$53.8K +$17.4K +241 +48%
MSFP
1218
Mark Sheptoff Financial Planning
Connecticut
$53.6K
TFM
1219
TFC Financial Management
Massachusetts
$53K
WB
1220
Webster Bank
Connecticut
$52.9K
CI
1221
CX Institutional
Indiana
$52K -$27.2K -378 -34%
VWM
1222
Vermillion Wealth Management
Minnesota
$52K +$432 +6 +0.8%
CSC
1223
Caldwell Sutter Capital
California
$51.9K
WIM
1224
Westside Investment Management
California
$50.3K +$24.9K +346 +99%
AFG
1225
Albion Financial Group
Utah
$50.2K +$30.5K +424 +153%