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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
751
AssetMark Inc
California
$10K +$240 +1 +3%
TWA
752
TCI Wealth Advisors
Arizona
$10K +$4.81K +20 +100%
SCA
753
Stonebridge Capital Advisors
Minnesota
$10K +$6.01K +25 +167%
FHC
754
First Horizon Corporation
Tennessee
$9K -$1.2K -5 -12%
CWM
755
Cranbrook Wealth Management
Michigan
$9K – – –
OC
756
Oakworth Capital
Alabama
$9K – – –
JFA
757
JNBA Financial Advisors
Minnesota
$8K – – –
RIM
758
Rockbridge Investment Management
New York
$8K – – –
PFBT
759
Parkside Financial Bank & Trust
Missouri
$8K +$2.16K +9 +38%
VNA
760
Valley National Advisers
Pennsylvania
$8K +$3.85K +16 +89%
EBA
761
Eagle Bay Advisors
New York
$8K +$6.97K +29 New
LPWM
762
Lake Point Wealth Management
Texas
$8K +$7.94K +33 New
LS
763
Leelyn Smith
Illinois
$7K – – –
PFGIA
764
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$509K -2,115 -99%
AWA
765
Arkadios Wealth Advisors
Georgia
$6K -$1.68K -7 -21%
BWP
766
Baldwin Wealth Partners
Massachusetts
$6K – – –
EWM
767
Edge Wealth Management
New York
$6K – – –
JWM
768
Janiczek Wealth Management
Colorado
$5K -$3.61K -15 -39%
PA
769
Perennial Advisors
New York
$5K – – –
SIAP
770
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
MCM
771
Manchester Capital Management
Vermont
$5K +$5.53K +23 New
CWP
772
Concord Wealth Partners
Virginia
$4K +$1.2K +5 +50%
CYG
773
Clean Yield Group
Vermont
$4K +$4.33K +18 New
AIM
774
Anchor Investment Management
South Carolina
$3.58K – – –
RWM
775
Raffa Wealth Management
District of Columbia
$3.58K – – –