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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
601
Asset Dedication LLC
California
$10K +$2.23K +50 +27%
FRA
602
Front Row Advisors
California
$10K +$9.14K +205 New
KPW
603
Kore Private Wealth
New York
$10K +$10.9K +245 New
PFGIA
604
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$1.29K -29 -12%
CCM
605
Cribstone Capital Management
Maine
$9K
TPWA
606
TRUE Private Wealth Advisors
Oregon
$9K
ZB
607
Zions Bancorporation
Utah
$8K -$89 -2 -1%
SWM
608
Selective Wealth Management
Virginia
$8K
TFGT
609
TS Financial Group (TSFG)
Illinois
$8K
PWMG
610
Prestige Wealth Management Group
New Jersey
$8K +$5.08K +114 +143%
TFO
611
Tarbox Family Office
California
$7K -$89 -2 -1%
PCA
612
Providence Capital Advisors
North Carolina
$7K
SC
613
Sawyer & Company
Massachusetts
$7K
SCA
614
Stonebridge Capital Advisors
Minnesota
$7K
HIIFS
615
Harel Insurance Investments & Financial Services
Israel
$6K -$71.3K -1,600 -92%
WCG
616
Weaver Consulting Group
California
$6K
RWM
617
Raffa Wealth Management
District of Columbia
$5.59K
CT
618
Caldwell Trust
Florida
$5.12K
ETC
619
Exchange Traded Concepts
Oklahoma
$5K -$1.74K -39 -24%
IFAM
620
Institutional & Family Asset Management
Colorado
$5K -$981 -22 -17%
AP
621
Atwood & Palmer
Missouri
$5K
CCA
622
Column Capital Advisors
Indiana
$5K
FMP
623
Financial Management Professionals
Texas
$5K
HGWM
624
Harvest Group Wealth Management
Massachusetts
$5K
MF
625
Manchester Financial
California
$5K