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Name Holding Trade Value Shares
Change
Change in
Stake
ST
701
Smithfield Trust
Pennsylvania
$3K – – –
ZB
702
Zions Bancorporation
Utah
$3K – – –
JWA
703
JFS Wealth Advisors
Pennsylvania
$3K +$2.56K +12 New
JFA
704
JNBA Financial Advisors
Minnesota
$3K +$2.56K +12 New
CTB
705
Country Trust Bank
Illinois
$3K +$2.78K +13 New
CWM
706
CarsonAllaria Wealth Management
Illinois
$3K +$2.99K +14 New
SSB
707
Sandy Spring Bank
Maryland
$3K +$3.2K +15 New
SWA
708
Sutton Wealth Advisors
Florida
$2.15K – – –
CFD
709
Creative Financial Designs
Indiana
$2K -$71.1K -333 -98%
BWM
710
Baystate Wealth Management
Massachusetts
$2K – – –
LCM
711
Logan Capital Management
Pennsylvania
$2K – – –
SC
712
Sawyer & Company
Massachusetts
$2K – – –
AFG
713
Albion Financial Group
Utah
$2K +$854 +4 +67%
CAC
714
Core Alternative Capital
Georgia
$2K +$1.71K +8 New
SC
715
Schubert & Co
Texas
$2K +$1.71K +8 New
CFO
716
CVA Family Office
Colorado
$2K +$2.14K +10 New
NF
717
Norwood Financial
Pennsylvania
$2K +$2.14K +10 New
RWM
718
Raffa Wealth Management
District of Columbia
$1.29K – – –
EBA
719
Eagle Bay Advisors
New York
$1K -$1.07K -5 -56%
BBHC
720
Brown Brothers Harriman & Co
New York
$1K – – –
CAM
721
ClariVest Asset Management
California
$1K – – –
FMP
722
Financial Management Professionals
Texas
$1K – – –
AWA
723
Artemis Wealth Advisors
New York
$44 – – –
IP
724
Interval Partners
New York
– -$33.5M -160,368 Closed
NFAM
725
North Fourth Asset Management
New Jersey
– -$10.7M -51,027 Closed