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Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
601
Stonebridge Financial Planning Group
Florida
$62K – – –
WB
602
Webster Bank
Connecticut
$61K – – –
LTI
603
Laffer Tengler Investments
Tennessee
$58.3K -$251K -1,048 -80%
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$58K -$318K -1,327 -84%
BC
605
Bartlett & Co
Ohio
$56K -$12K -50 -17%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$55.9K -$12K -50 -17%
SWM
607
Spire Wealth Management
Virginia
$55K -$34.9K -146 -37%
HFM
608
Harvest Fund Management
China
$50K – – –
FFA
609
Freedman Financial Associates
Massachusetts
$48K – – –
FHA
610
First Horizon Advisors
Tennessee
$48K +$7.66K +32 +17%
SIAP
611
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K +$28.2K +118 +20%
CFFP
612
Center for Financial Planning
Michigan
$47K – – –
FNBOSM
613
First National Bank of South Miami
Florida
$45K – – –
HWA
614
HHM Wealth Advisors
Tennessee
$45K – – –
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$45K – – –
WT
616
Washington Trust
Rhode Island
$45K +$12K +50 +33%
FMT
617
First Mercantile Trust
Tennessee
$44K -$5.5K -23 -10%
S
618
SignatureFD
Georgia
$41K -$718 -3 -2%
T
619
TOBAM
France
$41K – – –
IPW
620
IronBridge Private Wealth
Texas
$37K – – –
APA
621
American Portfolios Advisors
New York
$36.6K +$479 +2 +1%
JWM
622
Janiczek Wealth Management
Colorado
$34K +$5.98K +25 +20%
ETC
623
Exchange Traded Concepts
Oklahoma
$31K +$2.15K +9 +7%
FRA
624
Front Row Advisors
California
$29K -$239 -1 -0.8%
LWM
625
Liberty Wealth Management
California
$29K +$5.5K +23 +21%