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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
SOA Wealth Advisors
New York
$12K
WTA
402
Washington Trust Advisors
Massachusetts
$12K
GIA
403
GHP Investment Advisors
Colorado
$11K
HI
404
Harbour Investments
Wisconsin
$11K +$13.4K +119 New
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
NFSG
406
Newbridge Financial Services Group
Florida
$9K -$30.2K -268 -73%
HPC
407
HM Payson & Co
Maine
$9K
CYG
408
Clean Yield Group
Vermont
$9K +$11.3K +100 New
BDWM
409
Brewin Dolphin Wealth Management
Ireland
$8K
CWC
410
Carolinas Wealth Consulting
North Carolina
$8K +$3.83K +34 +62%
BIA
411
Bell Investment Advisors
California
$8K +$9.7K +86 New
CFO
412
CVA Family Office
Colorado
$8K +$10.1K +90 New
GEA
413
Glen Eagle Advisors
New Jersey
$7.88K
RE
414
RBC Europe
United Kingdom
$7K -$22.6K -200 -74%
AssetMark Inc
415
AssetMark Inc
California
$7K
UB
416
UMB Bank
Missouri
$7K
WB
417
Webster Bank
Connecticut
$7K
TWA
418
TCI Wealth Advisors
Arizona
$7K +$5.64K +50 +208%
CWP
419
Concord Wealth Partners
Virginia
$6K -$35.7K -317 -84%
EARNEST Partners
420
EARNEST Partners
Georgia
$6K
LCM
421
Logan Capital Management
Pennsylvania
$6K
TFS
422
TrustCore Financial Services
Tennessee
$6K
AF
423
Allworth Financial
California
$6K +$3.04K +27 +82%
WAM
424
WFA Asset Management
Wisconsin
$5.16K +$6.2K +55 New
MS
425
Mizuho Securities
Japan
$5K -$113 -1 -5%