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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
751
Hughes Financial Services
Virginia
$2.5K – – –
SWIM
752
Smallwood Wealth Investment Management
New Jersey
$2.5K +$589 +7 +32%
ACA
753
American Capital Advisory
Idaho
$2.42K +$84 +1 +4%
AA
754
Addison Advisors
Vermont
$2.33K – – –
TPCW
755
TD Private Client Wealth
New York
$2.33K +$2.02K +24 +800%
KG
756
Kilter Group
New York
$2.16K -$84 -1 -4%
AIM
757
Anchor Investment Management
South Carolina
$2.16K – – –
CWP
758
Concord Wealth Partners
Virginia
$2.16K – – –
BHWM
759
Bay Harbor Wealth Management
Maryland
$2.16K +$842 +10 +67%
GAFA
760
Garton & Associates Financial Advisors
Kentucky
$2.16K +$2.1K +25 New
PPC
761
Park Place Capital
Alabama
$2.07K – – –
RDFA
762
Ritter Daniher Financial Advisory
Ohio
$2.07K – – –
AP
763
Aspect Partners
Virginia
$1.99K – – –
IPS
764
Investors Portfolio Services
Washington
$1.98K +$1.94K +23 New
OC
765
Optima Capital
Oregon
$1.9K +$1.85K +22 New
GEA
766
Glen Eagle Advisors
New Jersey
$1.81K – – –
DWM
767
Dogwood Wealth Management
Kansas
$1.81K +$1.77K +21 New
VR
768
Vision Retirement
New Jersey
$1.81K +$1.77K +21 New
KFA
769
Kelleher Financial Advisors
New York
$1.73K -$2.1K -25 -56%
FMB
770
Field & Main Bank
Kentucky
$1.73K – – –
TLA
771
Tanglewood Legacy Advisors
Texas
$1.73K – – –
RIAS
772
Rachor Investment Advisory Services
Michigan
$1.73K +$1.68K +20 New
LWCFA
773
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6K – – –
RWM
774
Raffa Wealth Management
District of Columbia
$1.55K – – –
BBHC
775
Brown Brothers Harriman & Co
New York
$1.47K – – –