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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Elmwood Wealth Management
California
$12K
HFM
627
Hartford Financial Management
Connecticut
$12K
HFA
628
Hoover Financial Advisors
Pennsylvania
$11K +$10.5K +45 New
WAS
629
Winch Advisory Services
Wisconsin
$10K -$3.72K -16 -29%
WT
630
Washington Trust
Rhode Island
$10K
RCM
631
Regency Capital Management
Hawaii
$10K +$1.16K +5 +13%
HR
632
Howe & Rusling
New York
$9K
GAM
633
Gemmer Asset Management
California
$9K +$9.07K +39 New
SFP
634
Sterling Financial Planning
New Jersey
$8K
CFA
635
Carroll Financial Associates
North Carolina
$8K +$233 +1 +3%
AWM
636
Avior Wealth Management
Nebraska
$7K -$20.9K -90 -75%
BEI
637
Benjamin Edwards Inc
Missouri
$7K
CFO
638
CVA Family Office
Colorado
$7K
KFS
639
Kelly Financial Services
Massachusetts
$7K +$392K +1,686 +24,086%
BAM
640
Bellevue Asset Management
Washington
$6K -$931 -4 -13%
AP
641
Atwood & Palmer
Missouri
$6K
HCM
642
Highlander Capital Management
New Jersey
$6K
PA
643
Perennial Advisors
New York
$6K
MS
644
Mizuho Securities
Japan
$6K +$465 +2 +8%
ZB
645
Zions Bancorporation
Utah
$5K -$208K -892 -98%
FWM
646
Focused Wealth Management
New York
$5K -$76.3K -328 -94%
CB
647
CNB Bank
Pennsylvania
$5K
LS
648
Leelyn Smith
Illinois
$5K
OSAM
649
O'Shaughnessy Asset Management
Connecticut
$5K
SL
650
Savior LLC
Massachusetts
$5K