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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1576
Compagnie Lombard Odier SCmA
Switzerland
$73.1K +$87.5K +700 New
BBPWM
1577
Blue Bell Private Wealth Management
Pennsylvania
$71.8K +$1.25K +10 +1%
BC
1578
Barrett & Company
Rhode Island
$70.6K -$14.7K -118 -15%
RI
1579
Ridgewood Investments
New Jersey
$67.8K +$81.2K +650 New
VNA
1580
Valley National Advisers
Pennsylvania
$67K +$2.25K +18 +3%
TCM
1581
TD Capital Management
Tennessee
$66.5K +$125 +1 +0.2%
WA
1582
Whipplewood Advisors
Colorado
$65.6K -$4.25K -34 -5%
CFFP
1583
Center for Financial Planning
Michigan
$65K
NC
1584
North Capital
Utah
$64.5K +$77.2K +618 New
HWM
1585
HighMark Wealth Management
Minnesota
$63.8K +$31.2K +250 +69%
TC
1586
Truvestments Capital
Florida
$63.3K +$13.4K +107 +21%
BONH
1587
Bank of New Hampshire
New Hampshire
$62.6K -$34.4K -275 -31%
FUBT
1588
First United Bank & Trust
Maryland
$62.6K -$3.25K -26 -4%
CWM
1589
Centricity Wealth Management
Ohio
$60.8K -$15.9K -127 -18%
OCM
1590
Orion Capital Management
California
$60.5K +$6.5K +52 +10%
CA
1591
Continuum Advisory
Idaho
$58.1K +$46.6K +373 +203%
DIP
1592
DT Investment Partners
Pennsylvania
$57.7K
Loomis, Sayles & Company
1593
Loomis, Sayles & Company
Massachusetts
$55K +$27.9K +223 +72%
SC
1594
Solstein Capital
California
$54.4K -$87.9K -703 -57%
CWM
1595
CarsonAllaria Wealth Management
Illinois
$53.6K -$750 -6 -1%
PCFFS
1596
Pacific Center for Financial Services
California
$53.1K -$62.5K -500 -50%
VWM
1597
Vermillion Wealth Management
Minnesota
$52.7K +$125 +1 +0.2%
FFWM
1598
Future Financial Wealth Management
Ohio
$52.2K
CWC
1599
Carolinas Wealth Consulting
North Carolina
$51.8K
OIAM
1600
OFI Invest Asset Management
France
$50.7K +$31.5K +252 +92%