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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
576
Sandy Spring Bank
Maryland
$77K +$22.5K +500 +37%
BWP
577
Baldwin Wealth Partners
Massachusetts
$73K +$78.4K +1,740 New
MSFP
578
Mark Sheptoff Financial Planning
Connecticut
$71K +$9.02K +200 +13%
GI
579
Gradient Investments
Minnesota
$67K +$451 +10 +0.6%
CAN
580
Claraphi Advisory Network
United States
$66K +$71.7K +1,590 New
AAP
581
Arax Advisory Partners
Colorado
$63K -$46.4K -1,030 -41%
FA
582
Fortis Advisors
Pennsylvania
$63K – – –
OSNBOA
583
Old Second National Bank of Aurora
Illinois
$63K – – –
HFM
584
Hartford Financial Management
Connecticut
$63K +$67.6K +1,500 New
EWA
585
Evolution Wealth Advisors
Florida
$59K +$58.2K +1,290 +992%
TIM
586
Tortoise Investment Management
New York
$58K – – –
CFA
587
Carroll Financial Associates
North Carolina
$58K +$2.71K +60 +4%
Credit Agricole
588
Credit Agricole
France
$58K +$28.4K +630 +84%
TF
589
TimeScale Financial
Massachusetts
$57K – – –
BNP Paribas Financial Markets
590
BNP Paribas Financial Markets
France
$55K -$64.5K -1,430 -52%
RWA
591
Ropes Wealth Advisors
Massachusetts
$55K +$11.7K +260 +25%
MWM
592
MBE Wealth Management
Wisconsin
$53K +$57.7K +1,280 New
BWA
593
BDO Wealth Advisors
Florida
$52K +$56.3K +1,250 New
ADL
594
Asset Dedication LLC
California
$50K +$9.02K +200 +20%
GI
595
GS Investments
Minnesota
$48.8K +$50.5K +1,120 +2,240%
BFC
596
Bedel Financial Consulting
Indiana
$48K – – –
NSIM
597
North Star Investment Management
Illinois
$46K -$54.1K -1,200 -52%
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$45K +$6.31K +140 +15%
CA
599
Clearstead Advisors
Ohio
$44K +$47.8K +1,060 New
TCOV
600
Trust Company of Vermont
Vermont
$42K – – –