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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
401
Heritage Wealth Advisors
Virginia
$7K – – –
COCM
402
Charter Oak Capital Management
New Hampshire
$6K – – –
GLLW
403
Graves Light Lenhart Wealth
Virginia
$6K – – –
NOI
404
Newton One Investments
Delaware
$6K – – –
OC
405
Oakworth Capital
Alabama
$6K – – –
PCG
406
Private Capital Group
Connecticut
$6K – – –
WTC
407
WhitTier Trust Company
Nevada
$6K +$4.48K +175 +199%
WFS
408
Widmann Financial Services
Maryland
$6K +$7.25K +283 New
SWA
409
Sutton Wealth Advisors
Florida
$5.77K +$717 +28 +14%
PMFA
410
Plante Moran Financial Advisors
Michigan
$5K +$4.76K +186 New
FAG
411
Fortitude Advisory Group
Washington
$5K +$5.61K +219 New
EW
412
Evoke Wealth
California
$4K -$1.18K -46 -21%
TFO
413
Tarbox Family Office
California
$4K -$1.05K -41 -21%
HFM
414
Hartford Financial Management
Connecticut
$4K – – –
IFAM
415
Institutional & Family Asset Management
Colorado
$4K – – –
MAM
416
McCarthy Asset Management
California
$4K – – –
BIA
417
Bell Investment Advisors
California
$3K -$384 -15 -11%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
WT
419
Washington Trust
Rhode Island
$3K – – –
SFM
420
Signet Financial Management
New Jersey
$3K +$2.74K +107 New
ZIG
421
Zullo Investment Group
Pennsylvania
$3K +$2.92K +114 New
IA
422
IFP Advisors
Florida
$2K -$123K -4,790 -98%
MCM
423
Manchester Capital Management
Vermont
$2K -$2.53K -99 -59%
EARNEST Partners
424
EARNEST Partners
Georgia
$2K – – –
PPWM
425
PFG Private Wealth Management
Florida
$2K – – –