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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
501
Evelyn Partners Asset Management
$3.57K +$4.29K +23 New
BWL
502
Bogart Wealth LLC
Virginia
$2.95K – – –
AFG
503
Albion Financial Group
Utah
$2.64K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$2.17K – – –
HHGA
505
Halbert Hargrove Global Advisors
California
$2.02K +$2.42K +13 New
AA
506
Ancora Advisors
Ohio
$2.02K – – –
HWM
507
Hemington Wealth Management
Virginia
$2K – – –
AIM
508
Anchor Investment Management
South Carolina
$1.86K – – –
W
509
WealthCollab
Washington
$1.55K +$1.87K +10 New
RWM
510
Raffa Wealth Management
District of Columbia
$1.4K +$1.68K +9 New
CFO
511
CVA Family Office
Colorado
$1.24K – – –
GWP
512
Gen-Wealth Partners
Michigan
$1.09K – – –
SWP
513
Strategic Wealth Partners
Ohio
$1.09K – – –
QL
514
Quarry LP
New York
$1.09K +$1.31K +7 New
MG
515
Mather Group
Illinois
$932 +$1.12K +6 New
SHIM
516
Stone House Investment Management
Pennsylvania
$777 +$933 +5 New
AAG
517
Armstrong Advisory Group
Massachusetts
$622 – – –
BWM
518
Bullock Wealth Management
Indiana
$610 – – –
BMC
519
Bear Mountain Capital
Washington
$483 +$560 +3 New
BLC
520
Brown, Lisle/Cummings
Rhode Island
$466 – – –
TFA
521
Transamerica Financial Advisors
Florida
$361 – – –
SSG
522
Summit Securities Group
New York
$311 +$373 +2 New
KG
523
Kilter Group
New York
$156 – – –
TC
524
Truvestments Capital
Florida
$29 – – –
HF
525
HRT Financial
New York
– -$279M -1,367,148 Closed