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Name Holding Trade Value Shares
Change
Change in
Stake
WT
576
Whittier Trust
California
$965
BCWM
577
Bartlett & Co Wealth Management
Ohio
$852
CHC
578
City Holding Co
West Virginia
$852
MLA
579
MB, Levis & Associates
Pennsylvania
$852
RWM
580
Raffa Wealth Management
District of Columbia
$852
TFM
581
TFC Financial Management
Massachusetts
$796 +$118 +2 +17%
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$795 +$118 +2 +17%
FP
583
Financial Perspectives
Minnesota
$739
PWMG
584
Prestige Wealth Management Group
New Jersey
$682
ADL
585
Asset Dedication LLC
California
$625 -$3.42K -58 -84%
CWP
586
Concord Wealth Partners
Virginia
$625
CB
587
Chris Bulman
California
$625 +$649 +11 New
WBC
588
West Branch Capital
Massachusetts
$569
CIA
589
Cape Investment Advisory
Georgia
$568
CP
590
Castleview Partners
Texas
$568 +$472 +8 +400%
CFGS
591
Concourse Financial Group Securities
Alabama
$568 +$590 +10 New
HWM
592
HighMark Wealth Management
Minnesota
$568 +$590 +10 New
TWD
593
True Wealth Design
Ohio
$455 +$177 +3 +60%
AIM
594
ARK Investment Management
Florida
$454 -$55.6M -942,634 -100%
MFG
595
Mendota Financial Group
Wisconsin
$398
OP
596
ORG Partners
Indiana
$340 +$354 +6 New
CA
597
Clearstead Advisors
Ohio
$285
ME
598
McIlrath & Eck
Washington
$284
GI
599
Gradient Investments
Minnesota
$227 +$236 +4 New
CAM
600
Creekmur Asset Management
Illinois
$170 -$236 -4 -57%