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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
851
Winch Advisory Services
Wisconsin
$20K +$20.6K +59 New
AA
852
Ancora Advisors
Ohio
$19K +$5.23K +15 +36%
TFS
853
TrustCore Financial Services
Tennessee
$19K +$19.2K +55 New
AP
854
Arlington Partners
Alabama
$18K +$18.1K +52 New
HFM
855
Hartford Financial Management
Connecticut
$17K – – –
MIM
856
Macroview Investment Management
Maryland
$17K +$5.92K +17 +53%
TCM
857
Tradewinds Capital Management
Washington
$17K +$8.71K +25 +100%
EWM
858
Elmwood Wealth Management
California
$17K +$17.4K +50 New
ZB
859
Zions Bancorporation
Utah
$16K -$169K -486 -91%
SCA
860
Sandy Cove Advisors
Massachusetts
$15K +$15.7K +45 New
SC
861
Stephens Consulting
Michigan
$14.9K +$15.3K +44 New
HCP
862
Hexagon Capital Partners
Arkansas
$14K – – –
WT
863
Washington Trust
Rhode Island
$14K – – –
BHWM
864
Beaird Harris Wealth Management
Texas
$14K +$14.6K +42 New
GEA
865
Glen Eagle Advisors
New Jersey
$13.6K – – –
SWA
866
SOA Wealth Advisors
New York
$13K – – –
CFA
867
Carroll Financial Associates
North Carolina
$12K -$348 -1 -3%
RA
868
Rise Advisors
New York
$11.9K +$12.2K +35 New
LS
869
Leelyn Smith
Illinois
$11K +$3.48K +10 +45%
BAM
870
Byrne Asset Management
New Jersey
$11K +$11.5K +33 New
SAM
871
Strategic Asset Management
Minnesota
$11K +$11.5K +33 New
RPCONE
872
Retirement Planning Company of New England
Rhode Island
$11K +$12.2K +35 New
AWM
873
Avior Wealth Management
Nebraska
$10K – – –
BEI
874
Benjamin Edwards Inc
Missouri
$10K – – –
CFO
875
CVA Family Office
Colorado
$10K – – –