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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
351
Bay Harbor Wealth Management
Maryland
$6K +$6.19K +585 New
MWA
352
Meridian Wealth Advisors
Texas
$6K +$6.61K +625 New
W
353
WealthOne
New York
$6K +$6.98K +660 New
AC
354
Avestar Capital
New York
$5K -$635 -60 -9%
BWA
355
BDO Wealth Advisors
Florida
$5K – – –
CFG
356
CKW Financial Group
Hawaii
$5K – – –
ME
357
McIlrath & Eck
Washington
$5K – – –
RFA
358
Reilly Financial Advisors
California
$5K – – –
Federated Hermes
359
Federated Hermes
Pennsylvania
$5K +$1.22K +115 +31%
CAM
360
Cresset Asset Management
Illinois
$5K +$5.13K +485 New
MCM
361
Manchester Capital Management
Vermont
$5K +$5.29K +500 New
FTI
362
Fiduciary Trust International
Massachusetts
$5K +$5.87K +555 New
CFG
363
Citizens Financial Group
Rhode Island
$4K – – –
LWA
364
Lowe Wealth Advisors
Maryland
$3K – – –
GEA
365
Glen Eagle Advisors
New Jersey
$2.41K – – –
FMP
366
Financial Management Professionals
Texas
$2K – – –
NCM
367
Nelson Capital Management
California
$2K – – –
CC
368
Claybrook Capital
Massachusetts
$2K +$2.12K +200 New
WDL
369
Well Done LLC
Michigan
$2K +$2.12K +200 New
Simplex Trading
370
Simplex Trading
Illinois
$1K -$1.42M -134,050 -100%
JWM
371
Janiczek Wealth Management
Colorado
$1K -$1.43K -135 -60%
FFW
372
Fusion Family Wealth
New York
$1K – – –
TF
373
Tompkins Financial
New York
$1K – – –
WWM
374
Willingdon Wealth Management
North Carolina
$1K – – –
CS
375
Candriam SCA
Luxembourg
$1K +$53 +5 +7%