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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
651
Prentice Wealth Management
New York
$7K
PWMG
652
Prestige Wealth Management Group
New Jersey
$7K
APC
653
Aspire Private Capital
North Carolina
$7K +$1.92K +8 +36%
CFO
654
CVA Family Office
Colorado
$7K +$5.27K +22 +220%
BMD
655
Better Money Decisions
New Mexico
$6K
VCM
656
Versant Capital Management
Arizona
$6K
MPWT
657
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.68K +7 +37%
AF
658
Allworth Financial
California
$4K
M
659
MOTCO
Texas
$4K
ST
660
Smithfield Trust
Pennsylvania
$4K
SC
661
Solstein Capital
California
$4K
SSB
662
Sandy Spring Bank
Maryland
$4K +$3.83K +16 New
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.55K +19 New
Nisa Investment Advisors
664
Nisa Investment Advisors
Missouri
$3.99K +$1.24M +5,191 +41%
CWC
665
Carolinas Wealth Consulting
North Carolina
$3K
CYG
666
Clean Yield Group
Vermont
$3K +$3.11K +13 New
SB
667
Strategic Blueprint
Georgia
$3K +$3.59K +15 New
SWA
668
Sutton Wealth Advisors
Florida
$2.23K
SFO
669
Standard Family Office
South Dakota
$2K -$103K -432 -98%
ZB
670
Zions Bancorporation
Utah
$2K -$239 -1 -8%
BWM
671
Baystate Wealth Management
Massachusetts
$2K
FHC
672
First Horizon Corporation
Tennessee
$2K
SC
673
Sawyer & Company
Massachusetts
$2K
LCM
674
Logan Capital Management
Pennsylvania
$2K +$479 +2 +22%
CA
675
Clearstead Advisors
Ohio
$2K +$1.92K +8 New