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WAB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Clearstead Trust
Maine
$30.7K -$27K -137 -47%
MSWA
827
Marshall & Sterling Wealth Advisors
New York
$29.7K – – –
PWMG
828
Private Wealth Management Group
New Jersey
$29.3K – – –
OC
829
Oakworth Capital
Alabama
$27.7K – – –
M
830
MOTCO
Texas
$26.9K +$26.1K +132 +6,600%
CG
831
Curat Global
New Hampshire
$26.4K – – –
C
832
Covestor
United Kingdom
$26K +$1.58K +8 +7%
PSB
833
Piscataqua Savings Bank
New Hampshire
$25.9K +$25.3K +128 +12,800%
AAS
834
Ameritas Advisory Services
Nebraska
$25.5K -$16.8K -85 -40%
PP
835
PFS Partners
New Jersey
$24.3K – – –
FMII
836
Farmers & Merchants Investments Inc
Nebraska
$24.3K – – –
KFI
837
Key Financial Inc
Pennsylvania
$23.8K +$12.2K +62 +107%
IBOK
838
Independence Bank of Kentucky
Kentucky
$23.5K – – –
AA
839
Addison Advisors
Vermont
$23.3K -$3.16K -16 -12%
WA
840
Westfuller Advisors
New York
$22.7K +$22.3K +113 New
AWM
841
AllSquare Wealth Management
New York
$22.5K – – –
JWA
842
JFS Wealth Advisors
Pennsylvania
$22.5K – – –
MCM
843
MV Capital Management
Maryland
$22.3K – – –
FFA
844
Frazier Financial Advisors
Ohio
$21.9K -$197 -1 -0.9%
RA
845
Rise Advisors
New York
$21.5K -$197 -1 -0.9%
GSWM
846
Golden State Wealth Management
California
$21.5K – – –
QL
847
Quarry LP
New York
$21.3K -$57K -289 -73%
BF
848
BOK Financial
Oklahoma
$21K +$13.4K +68 +184%
GKIM
849
GW&K Investment Management
Massachusetts
$21K +$395 +2 +2%
GWM
850
Geneos Wealth Management
Colorado
$20.9K -$17.4K -88 -46%
32 33
34
35 36