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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
Evolution Wealth Advisors
Florida
$7K – – –
HWA
402
Heritage Wealth Advisors
Virginia
$7K – – –
NC
403
NewSquare Capital
Pennsylvania
$7K +$6.2K +300 New
PGAM
404
Princeton Global Asset Management
New Jersey
$7K +$6.2K +300 New
FTDI
405
First Trust Direct Indexing
Massachusetts
$7K +$6.22K +301 New
TAIM
406
TD Ameritrade Investment Management
Nebraska
$6K -$972 -47 -16%
AP
407
Atwood & Palmer
Missouri
$6K – – –
EW
408
Evoke Wealth
California
$6K – – –
OC
409
Oakworth Capital
Alabama
$6K – – –
PCG
410
Private Capital Group
Connecticut
$6K – – –
CCM
411
Covington Capital Management
California
$6K +$83 +4 +1%
GLLW
412
Graves Light Lenhart Wealth
Virginia
$6K +$5.11K +247 New
MCM
413
Manchester Capital Management
Vermont
$6K +$5.25K +254 New
EI
414
Ellevest Inc
New York
$5K -$4.01K -194 -49%
TWM
415
Tradition Wealth Management
Minnesota
$5K +$4.13K +200 New
CCA
416
Childress Capital Advisors
Texas
$5K +$4.88K +236 New
SWA
417
Sutton Wealth Advisors
Florida
$4.75K – – –
MAM
418
McCarthy Asset Management
California
$4K +$3.52K +170 New
ZB
419
Zions Bancorporation
Utah
$3K -$4.9K -237 -67%
SLF
420
Sun Life Financial
Ontario, Canada
$3K -$21 -1 -0.8%
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
HIA
422
Harbor Investment Advisory
Maryland
$3K +$1.24K +60 +90%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.25K +109 New
WT
424
Washington Trust
Rhode Island
$3K +$2.44K +118 New
TCOV
425
Trust Company of Vermont
Vermont
$3K +$2.87K +139 New