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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
701
Zions Bancorporation
Utah
$3K
JWA
702
JFS Wealth Advisors
Pennsylvania
$3K +$2.56K +12 New
JFA
703
JNBA Financial Advisors
Minnesota
$3K +$2.56K +12 New
CTB
704
Country Trust Bank
Illinois
$3K +$2.78K +13 New
CWM
705
CarsonAllaria Wealth Management
Illinois
$3K +$2.99K +14 New
SSB
706
Sandy Spring Bank
Maryland
$3K +$3.2K +15 New
SWA
707
Sutton Wealth Advisors
Florida
$2.15K
CFD
708
Creative Financial Designs
Indiana
$2K -$71.1K -333 -98%
BWM
709
Baystate Wealth Management
Massachusetts
$2K
LCM
710
Logan Capital Management
Pennsylvania
$2K
SC
711
Sawyer & Company
Massachusetts
$2K
AFG
712
Albion Financial Group
Utah
$2K +$854 +4 +67%
CAC
713
Core Alternative Capital
Georgia
$2K +$1.71K +8 New
SC
714
Schubert & Co
Texas
$2K +$1.71K +8 New
CFO
715
CVA Family Office
Colorado
$2K +$2.14K +10 New
NF
716
Norwood Financial
Pennsylvania
$2K +$2.14K +10 New
RWM
717
Raffa Wealth Management
District of Columbia
$1.29K
MGIM
718
M&G Investment Management
United Kingdom
$1.17K
EBA
719
Eagle Bay Advisors
New York
$1K -$1.07K -5 -56%
CAM
720
ClariVest Asset Management
California
$1K
FMP
721
Financial Management Professionals
Texas
$1K
SFCL
722
Strengthening Families & Communities LLC
Massachusetts
$136 +$78.8K +369 New
AWA
723
Artemis Wealth Advisors
New York
$44
BBHC
724
Brown Brothers Harriman & Co
New York
$1
IP
725
Interval Partners
New York
-$33.5M -160,368 Closed