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Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Cambridge Trust
Massachusetts
$60K -$73.7K -300 -55%
RFWA
527
RPg Family Wealth Advisory
Massachusetts
$57.9K
CWP
528
Concord Wealth Partners
Virginia
$57K -$2.7K -11 -4%
CFG
529
CKW Financial Group
Hawaii
$55K
SOW
530
State of Wyoming
Wyoming
$55K +$19.2K +78 +52%
AF
531
Allworth Financial
California
$49K +$7.13K +29 +17%
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$48K +$49.1K +200 New
WT
533
Whittier Trust
California
$48K +$49.1K +200 New
RE
534
RBC Europe
United Kingdom
$45K -$45.5K -185 -50%
CHA
535
Carmichael Hill & Associates
Maryland
$41K +$2.21K +9 +6%
WAS
536
Winch Advisory Services
Wisconsin
$37K +$9.83K +40 +36%
TFA
537
Toth Financial Advisory
Virginia
$36K -$973K -3,960 -96%
AIP
538
Ahrens Investment Partners
Louisiana
$36K
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$36K +$9.09K +37 +33%
PG
540
Proffitt & Goodson
Tennessee
$36K +$36.9K +150 New
QC
541
Quent Capital
New York
$33K
AF
542
Advisornet Financial
Minnesota
$32K +$25.8K +105 +362%
JWA
543
JFS Wealth Advisors
Pennsylvania
$31K +$6.14K +25 +24%
GTAM
544
Global Trust Asset Management
Florida
$30K -$154K -625 -83%
CFFP
545
Center for Financial Planning
Michigan
$30K
GWS
546
Glassman Wealth Services
Virginia
$30K +$6.39K +26 +27%
SLWA
547
San Luis Wealth Advisors
California
$30K +$22.6K +92 New
MAM
548
Meeder Asset Management
Ohio
$30K +$30.7K +125 New
EDRH
549
Edmond de Rothschild Holding
Switzerland
$27K
AP
550
Arlington Partners
Alabama
$26K +$14.7K +60 +122%