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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
476
Mine & Arao Wealth Creation & Management
California
$28.3K – – –
GWM
477
Geneos Wealth Management
Colorado
$28.3K – – –
GEA
478
Glen Eagle Advisors
New Jersey
$28.3K – – –
HFM
479
Hartford Financial Management
Connecticut
$28.3K – – –
AF
480
Allworth Financial
California
$28.2K -$6.63K -93 -19%
GG
481
Gleason Group
Kentucky
$26.5K +$71 +1 +0.3%
FMP
482
Financial Management Professionals
Texas
$25K – – –
ONST
483
Old North State Trust
North Carolina
$25K – – –
TIM
484
Tortoise Investment Management
New York
$24.7K – – –
CFO
485
CVA Family Office
Colorado
$24K +$356 +5 +1%
SWM
486
Spire Wealth Management
Virginia
$23.6K -$3.64K -51 -13%
CT
487
Caldwell Trust
Florida
$23.5K – – –
SSB
488
Sandy Spring Bank
Maryland
$23.4K – – –
AF
489
Advisornet Financial
Minnesota
$21.2K – – –
BSB
490
Bangor Savings Bank
Maine
$21.2K – – –
TWA
491
TCI Wealth Advisors
Arizona
$19K – – –
WTA
492
Washington Trust Advisors
Massachusetts
$18.2K -$3.85K -54 -17%
PTC
493
Private Trust Company
Ohio
$18.1K -$71 -1 -0.4%
AWM
494
AllSquare Wealth Management
New York
$17.7K – – –
FWA
495
FSC Wealth Advisors
New York
$17.1K +$17.3K +242 New
CSPIA
496
Cary Street Partners Investment Advisory
Virginia
$15.8K +$12.9K +181 +421%
JIR
497
James Investment Research
Ohio
$15K -$15.3K -214 -50%
CCC
498
Chelsea Counsel Company
California
$14.8K – – –
BCWM
499
Bartlett & Co Wealth Management
Ohio
$14.1K – – –
RTC
500
Riverview Trust Company
Washington
$14.1K – – –