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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1501
Clearstead Trust
Maine
$31.8K +$4.37K +90 +17%
KAS
1502
Kemnay Advisory Services
New York
$31K +$388 +8 +1%
HRC
1503
Hoertkorn Richard Charles
$30.8K – – –
SHIM
1504
Stone House Investment Management
Pennsylvania
$30.5K – – –
FFO
1505
Fortitude Family Office
Arizona
$30K +$11.4K +235 +67%
CAM
1506
Costello Asset Management
Pennsylvania
$29.8K +$13.6K +280 +93%
LWCFA
1507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.6K +$27.7K +571 New
MASM
1508
MH & Associates Securities Management
California
$29.3K – – –
AWM
1509
Activest Wealth Management
Florida
$29.3K +$27.7K +570 New
WB
1510
Webster Bank
Connecticut
$29.2K – – –
VWM
1511
Vermillion Wealth Management
Minnesota
$28.5K +$7.52K +155 +39%
MCM
1512
Manchester Capital Management
Vermont
$28.2K +$971 +20 +4%
BLC
1513
Brown, Lisle/Cummings
Rhode Island
$28.1K +$7.09K +146 +37%
MWA
1514
Medallion Wealth Advisors
Connecticut
$27.9K – – –
SFS
1515
Sunrise Financial Services
Washington
$27.9K – – –
DIP
1516
DT Investment Partners
Pennsylvania
$27.9K – – –
DWM
1517
Dogwood Wealth Management
Kansas
$27.9K +$11.1K +228 +73%
GA
1518
GoalVest Advisory
New York
$27.3K – – –
TGY2IT
1519
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$27.1K +$25.6K +528 New
DWP
1520
Destiny Wealth Partners
Florida
$26.6K +$25.1K +518 New
EWM
1521
Evermay Wealth Management
Virginia
$26.6K – – –
HHCP
1522
Hilton Head Capital Partners
South Carolina
$26.5K +$49 +1 +0.2%
EA
1523
Evergreen Advisors
Tennessee
$26.5K +$25K +515 New
EIM
1524
Essex Investment Management
Massachusetts
$26.4K – – –
JWA
1525
JFS Wealth Advisors
Pennsylvania
$26.3K +$1.6K +33 +7%