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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
201
Focused Wealth Management
New York
$15K -$8.37K -415 -34%
OFW
202
Omnia Family Wealth
Florida
$14K
PHK
203
Point72 Hong Kong
Hong Kong
$13K -$1.23M -60,779 -99%
WT
204
Whittier Trust
California
$11K
VWA
205
V Wealth Advisors
Kansas
$11K +$11.1K +550 New
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +500 +1,250%
CFG
208
CKW Financial Group
Hawaii
$9K
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$9K +$8.07K +400 +400%
FIB
210
First Interstate Bank
Montana
$9K +$10.1K +500 New
OIA
211
OneDigital Investment Advisors
Kansas
$9K +$10.1K +500 New
CCMW
212
Cypress Capital Management (Wyoming)
Wyoming
$8.88K +$10.1K +500 New
GEA
213
Glen Eagle Advisors
New Jersey
$7.11K
KF
214
Krilogy Financial
Missouri
$7K +$7.56K +375 New
SPIA
215
Steward Partners Investment Advisory
New York
$7K +$7.86K +390 +1,114%
CWM
216
Catamount Wealth Management
Connecticut
$7K +$8.07K +400 New
TCM
217
Tradewinds Capital Management
Washington
$6K -$10.1K -500 -59%
RWM
218
Raffa Wealth Management
District of Columbia
$5.33K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$5.1K +$5.79K +287 New
AWMS
220
Advocacy Wealth Management Services
Georgia
$5K
VCM
221
Vigilant Capital Management
Maine
$5K
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$5K +$6.05K +300 New
FCMT
223
Founders Capital Management (Texas)
Texas
$4K
MCM
224
Manchester Capital Management
Vermont
$4K
MCA
225
Mercer Capital Advisers
New Jersey
$4K