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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
501
Tradition Wealth Management
Minnesota
$4K
WT
502
Washington Trust
Rhode Island
$4K
BC
503
Bartlett & Co
Ohio
$4K +$2.12K +133 +136%
IAMOG
504
Investors Asset Management of Georgia
Georgia
$4K +$3.99K +250 New
WPA
505
West Paces Advisors
Georgia
$3.97K +$4.07K +255 New
BCWM
506
Bartlett & Co Wealth Management
Ohio
$3.71K +$2.12K +133 +136%
MCM
507
Manchester Capital Management
Vermont
$3K -$8.75K -548 -75%
TAIM
508
TD Ameritrade Investment Management
Nebraska
$3K -$6.26K -392 -64%
EWM
509
Endurance Wealth Management
Rhode Island
$3K
EWM
510
Evermay Wealth Management
Virginia
$3K
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
LFG
512
Larson Financial Group
Missouri
$3K
NOI
513
Newton One Investments
Delaware
$3K
RDFA
514
Ritter Daniher Financial Advisory
Ohio
$3K
TH
515
TCTC Holdings
Texas
$3K
TFM
516
TFC Financial Management
Massachusetts
$3K
TIM
517
Tortoise Investment Management
New York
$3K
WWM
518
Wolff Wiese Magana
California
$3K
BWM
519
Baystate Wealth Management
Massachusetts
$3K +$431 +27 +18%
CFD
520
Creative Financial Designs
Indiana
$3K +$2.04K +128 +197%
WBC
521
West Branch Capital
Massachusetts
$3K +$2.73K +171 New
WWMSC
522
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$3.19K +200 New
FP
523
Financial Perspectives
Minnesota
$2.4K
CA
524
Crewe Advisors
Utah
$2K
EWA
525
EverSource Wealth Advisors
Alabama
$2K