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