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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
851
Hartford Financial Management
Connecticut
$63K -$585 -31 -1%
FMTCOCP
852
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$63K
JMF
853
Johnson Midwest Financial
Iowa
$62K +$53.5K +2,834 New
FWM
854
Focused Wealth Management
New York
$61K -$15.1K -798 -22%
WWM
855
Wolff Wiese Magana
California
$61K +$52.9K +2,805 New
IBOK
856
Independence Bank of Kentucky
Kentucky
$59K -$47.6K -2,524 -49%
SWA
857
SOA Wealth Advisors
New York
$59K +$41.9K +2,219 New
CCA
858
Childress Capital Advisors
Texas
$59K +$49.6K +2,628 New
RIM
859
Rockbridge Investment Management
New York
$58K -$51K -2,700 -50%
QCG
860
Quadrant Capital Group
Ohio
$58K -$48.7K -2,579 -49%
LC
861
Lindbrook Capital
California
$56K -$660 -35 -1%
AIM
862
Anchor Investment Management
South Carolina
$55.5K -$5.64K -299 -11%
CFG
863
CKW Financial Group
Hawaii
$55K -$11.3K -600 -19%
OC
864
Oakworth Capital
Alabama
$55K -$10.1K -535 -17%
EFSCE
865
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$868 -46 -2%
RWA
866
Ropes Wealth Advisors
Massachusetts
$52K +$21.6K +1,147 +93%
AA
867
Addison Advisors
Vermont
$52K +$45.1K +2,390 New
PWPS
868
Pinnacle Wealth Planning Services
Ohio
$49K +$42.3K +2,241 New
RCG
869
Rock Creek Group
District of Columbia
$48K -$35K -1,856 -46%
BG
870
Bollard Group
Massachusetts
$48K -$33.8K -1,792 -45%
CHA
871
Carmichael Hill & Associates
Maryland
$48K -$6.53K -346 -14%
Bank Julius Baer & Co
872
Bank Julius Baer & Co
Switzerland
$48K -$19 -1 -0%
TI
873
Truehand Inc
New Hampshire
$48K
GTAM
874
Global Trust Asset Management
Florida
$47K -$1.13K -60 -3%
BCA
875
Berman Capital Advisors
Georgia
$46K -$25.9K -1,373 -39%