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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
651
Hexagon Capital Partners
Arkansas
$7K – – –
PWM
652
Prentice Wealth Management
New York
$7K – – –
PWMG
653
Prestige Wealth Management Group
New Jersey
$7K – – –
APC
654
Aspire Private Capital
North Carolina
$7K +$1.92K +8 +36%
CFO
655
CVA Family Office
Colorado
$7K +$5.27K +22 +220%
KFS
656
Kelly Financial Services
Massachusetts
$6.03K +$239 +1 +4%
BMD
657
Better Money Decisions
New Mexico
$6K – – –
VCM
658
Versant Capital Management
Arizona
$6K – – –
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.68K +7 +37%
AF
660
Allworth Financial
California
$4K – – –
M
661
MOTCO
Texas
$4K – – –
ST
662
Smithfield Trust
Pennsylvania
$4K – – –
SC
663
Solstein Capital
California
$4K – – –
SSB
664
Sandy Spring Bank
Maryland
$4K +$3.83K +16 New
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4.55K +19 New
CWC
666
Carolinas Wealth Consulting
North Carolina
$3K – – –
CYG
667
Clean Yield Group
Vermont
$3K +$3.11K +13 New
SB
668
Strategic Blueprint
Georgia
$3K +$3.59K +15 New
SWA
669
Sutton Wealth Advisors
Florida
$2.23K – – –
SFO
670
Standard Family Office
South Dakota
$2K -$103K -432 -98%
ZB
671
Zions Bancorporation
Utah
$2K -$239 -1 -8%
BWM
672
Baystate Wealth Management
Massachusetts
$2K – – –
FHC
673
First Horizon Corporation
Tennessee
$2K – – –
SC
674
Sawyer & Company
Massachusetts
$2K – – –
LCM
675
Logan Capital Management
Pennsylvania
$2K +$479 +2 +22%