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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$11K +$5.93K +104 +108%
WCM
677
WealthBridge Capital Management
Ohio
$11K +$11.2K +196 New
FGC
678
Financial Gravity Companies
Texas
$10K +$9.35K +164 New
SWA
679
Sutton Wealth Advisors
Florida
$9.85K
AIS
680
AlphaOne Investment Services
Pennsylvania
$8K
HR
681
Howe & Rusling
New York
$8K
CA
682
Claro Advisors
Massachusetts
$8K +$7.87K +138 New
BWM
683
Baystate Wealth Management
Massachusetts
$7K +$114 +2 +2%
MFBTD
684
MB Financial Bank - Trust Department
Illinois
$6K -$5.7K -100 -46%
CFA
685
Clarfeld Financial Advisors
New York
$6K +$5.82K +102 New
CBT
686
Central Bank & Trust
Kentucky
$5K -$2.85K -50 -33%
JAM
687
JCIC Asset Management
Ontario, Canada
$5K
ATC
688
Adirondack Trust Company
New York
$5K +$1.71K +30 +50%
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.25K +92 New
ADL
690
Asset Dedication LLC
California
$5K +$5.7K +100 New
ESB
691
Essex Savings Bank
Connecticut
$5K +$5.7K +100 New
PWM
692
PRW Wealth Management
Massachusetts
$5K +$5.82K +102 New
YWP
693
YorkBridge Wealth Partners
New York
$4K
HI
694
Human Investing
Oregon
$4K +$4.33K +76 New
AP
695
Arlington Partners
Alabama
$3K +$2.96K +52 New
RWM
696
Raffa Wealth Management
District of Columbia
$2.06K
LWM
697
Lenox Wealth Management
Ohio
$2K
LWCFA
698
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
Rockefeller Capital Management
699
Rockefeller Capital Management
New York
$2K
PWMG
700
Prestige Wealth Management Group
New Jersey
$2K +$1.82K +32 New