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WEX
WEX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$11.8K -$3.22K -24 -23%
CPA
327
Compass Planning Associates
Massachusetts
$11K – – –
ST
328
Smithfield Trust
Pennsylvania
$10K – – –
AAP
329
Arax Advisory Partners
Colorado
$8.81K -$11.4K -85 -59%
PA
330
Parallel Advisors
California
$8.67K -$5.51K -41 -41%
JSAM
331
J. Safra Asset Management
New York
$8.08K -$3.09K -23 -29%
VCM
332
Versant Capital Management
Arizona
$7.49K +$2.42K +18 +55%
RWM
333
Raffa Wealth Management
District of Columbia
$7.49K +$6.45K +48 +1,600%
LFG
334
Larson Financial Group
Missouri
$7.2K +$3.9K +29 +145%
AF
335
Allworth Financial
California
$7.05K +$806 +6 +14%
CIAM
336
Caitong International Asset Management
Hong Kong
$6.9K -$166K -1,234 -96%
FFA
337
Frazier Financial Advisors
Ohio
$6.32K – – –
S
338
SignatureFD
Georgia
$6.02K -$3.22K -24 -37%
CAL
339
Capital Advisors Ltd
Ohio
$6K – – –
HWM
340
Hemington Wealth Management
Virginia
$6K +$2.42K +18 +72%
SWM
341
Spire Wealth Management
Virginia
$5.43K -$2.15K -16 -30%
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$4.41K -$403 -3 -9%
ADL
343
Asset Dedication LLC
California
$3.67K – – –
CWP
344
Concord Wealth Partners
Virginia
$3.52K – – –
FC
345
Fairscale Capital
New Hampshire
$3.22K – – –
JWA
346
JFS Wealth Advisors
Pennsylvania
$2.94K +$672 +5 +33%
PP
347
PFS Partners
New Jersey
$2.65K +$2.42K +18 New
1IA
348
1620 Investment Advisors
Massachusetts
$2.64K -$18.7K -139 -89%
BCWM
349
Bartlett & Co Wealth Management
Ohio
$2.5K +$2.28K +17 New
PTC
350
Private Trust Company
Ohio
$2.35K – – –
12 13
14
15 16