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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
751
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.86K +35 New
LS
752
Leelyn Smith
Illinois
$7K – – –
RMC
753
Resources Management Corp
Connecticut
$7K +$6.74K +30 New
FPS
754
Fieldpoint Private Securities
Connecticut
$7K +$6.96K +31 New
EWM
755
Edge Wealth Management
New York
$6K -$8.99K -40 -62%
PFBT
756
Parkside Financial Bank & Trust
Missouri
$6K +$899 +4 +21%
PFA
757
Professional Financial Advisors
Nebraska
$5K -$334K -1,487 -99%
EI
758
Ellevest Inc
New York
$5K – – –
JWM
759
Janiczek Wealth Management
Colorado
$5K +$2.7K +12 +150%
AssetMark Inc
760
AssetMark Inc
California
$5K +$4.27K +19 New
TWM
761
Tradition Wealth Management
Minnesota
$5K +$4.49K +20 New
WT
762
Washington Trust
Rhode Island
$5K +$4.72K +21 New
PA
763
Perennial Advisors
New York
$5K +$4.94K +22 New
FHC
764
First Horizon Corporation
Tennessee
$4K -$1.57K -7 -29%
LAS
765
Lloyd Advisory Services
Georgia
$4K – – –
AIM
766
Anchor Investment Management
South Carolina
$3.59K – – –
KFS
767
Kelly Financial Services
Massachusetts
$3.12K +$2.92K +13 New
BFC
768
Bedel Financial Consulting
Indiana
$3K – – –
BWM
769
BerganKDV Wealth Management
Minnesota
$3K – – –
RWM
770
Raffa Wealth Management
District of Columbia
$2.88K – – –
APWA
771
Atlas Private Wealth Advisors
New Jersey
$2K – – –
BWM
772
Baystate Wealth Management
Massachusetts
$2K – – –
MFT
773
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CB
774
CNB Bank
Pennsylvania
$2K +$1.57K +7 New
RWA
775
Ropes Wealth Advisors
Massachusetts
$2K +$1.8K +8 New