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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
701
Tradition Wealth Management
Minnesota
$15K -$3.53K -15 -16%
EARNEST Partners
702
EARNEST Partners
Georgia
$15K
SWM
703
Sugarloaf Wealth Management
Georgia
$15K
CI
704
Carroll Investors
South Carolina
$15K +$20.7K +88 New
TFGT
705
TS Financial Group (TSFG)
Illinois
$14K -$102K -434 -85%
ADL
706
Asset Dedication LLC
California
$14K -$39.3K -167 -70%
PCG
707
Private Capital Group
Connecticut
$14K -$36.4K -155 -67%
EWM
708
Endurance Wealth Management
Rhode Island
$14K
WT
709
Washington Trust
Rhode Island
$14K
CWS
710
Confluence Wealth Services
Pennsylvania
$14K +$18.8K +80 New
BDWM
711
Brewin Dolphin Wealth Management
Ireland
$13K
EWM
712
Edge Wealth Management
New York
$13K
CP
713
Corbenic Partners
Pennsylvania
$12K
JRFS
714
James Reed Financial Services
Ohio
$12K +$16K +68 New
GWS
715
Glassman Wealth Services
Virginia
$11K -$68K -289 -82%
CHC
716
City Holding Co
West Virginia
$11K -$16.5K -70 -47%
PGAM
717
Princeton Global Asset Management
New Jersey
$11K
SFO
718
Standard Family Office
South Dakota
$11K +$13.6K +58 New
SIC
719
SJS Investment Consulting
Ohio
$11K +$14.1K +60 New
RDIA
720
RE Dickinson Investment Advisors
Iowa
$11K +$14.3K +61 New
CCMW
721
Cypress Capital Management (Wyoming)
Wyoming
$10K
Simplex Trading
722
Simplex Trading
Illinois
$10K
WAM
723
Wolverine Asset Management
Illinois
$10K +$12.9K +55 New
RPCONE
724
Retirement Planning Company of New England
Rhode Island
$10K +$13.2K +56 New
HIA
725
Harbor Investment Advisory
Maryland
$9K -$23.5K -100 -68%