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Name Holding Trade Value Shares
Change
Change in
Stake
HF
601
Halpern Financial
Virginia
$9.98K – – –
SCA
602
Snowden Capital Advisors
New York
$9K -$481K -2,107 -98%
BWM
603
BerganKDV Wealth Management
Minnesota
$9K – – –
FRA
604
Front Row Advisors
California
$9K – – –
MCM
605
MV Capital Management
Maryland
$8K +$1.14K +5 +17%
ZB
606
Zions Bancorporation
Utah
$8K +$2.06K +9 +36%
MAWCM
607
Mine & Arao Wealth Creation & Management
California
$8K +$7.77K +34 New
CFO
608
CVA Family Office
Colorado
$7K +$6.85K +30 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
609
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7K +$6.85K +30 New
STCOSD
610
Sageworth Trust Company of South Dakota
South Dakota
$7K +$6.85K +30 New
GFPC
611
Global Financial Private Client
Florida
$6.82K – – –
GWM
612
Geneos Wealth Management
Colorado
$6K +$1.37K +6 +29%
AWA
613
Amplius Wealth Advisors
Pennsylvania
$6K +$6.4K +28 New
EBA
614
Eagle Bay Advisors
New York
$5K -$4.34K -19 -50%
BFC
615
Bedel Financial Consulting
Indiana
$5K – – –
SC
616
Solstein Capital
California
$5K – – –
CAL
617
Capital Advisors Ltd
Ohio
$5K +$228 +1 +5%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.14K +5 +31%
VRM
619
Vectors Research Management
New York
$5K +$4.8K +21 New
RWM
620
Raffa Wealth Management
District of Columbia
$4.38K – – –
AFS
621
Annapolis Financial Services
Maryland
$4K – – –
FMP
622
Financial Management Professionals
Texas
$4K – – –
EWA
623
EverSource Wealth Advisors
Alabama
$4K +$3.66K +16 New
S
624
Surevest
California
$4K +$3.66K +16 New
DHGWA
625
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.88K +17 New