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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
501
USA Financial Formulas
Michigan
$55.9K -$25.4K -268 -29%
SIC
502
SJS Investment Consulting
Ohio
$55K +$40.9K +432 +199%
RFP
503
Root Financial Partners
California
$53.5K +$32.4K +342 +118%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$51.4K -$2.08K -22 -4%
BLC
505
Brown, Lisle/Cummings
Rhode Island
$50.9K
S
506
SignatureFD
Georgia
$50K -$22.8K -241 -29%
BCV
507
Banque Cantonale Vaudoise
Switzerland
$45K
BBHC
508
Brown Brothers Harriman & Co
New York
$44.4K -$15.4K -162 -24%
BTI
509
Blue Trust Inc
Georgia
$43.3K
SAM
510
Smartleaf Asset Management
Massachusetts
$42.7K -$5.97K -63 -11%
CFFP
511
Center for Financial Planning
Michigan
$42.4K
GSWM
512
Golden State Wealth Management
California
$42.4K +$47.4K +500 New
SIC
513
Salem Investment Counselors
North Carolina
$42.4K +$47.4K +500 New
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$41.3K
Walleye Capital
515
Walleye Capital
New York
$40.3K -$21.4K -226 -32%
C
516
Covestor
United Kingdom
$39K +$29.2K +308 +207%
EB
517
Eastern Bank
Massachusetts
$35.3K
RAM
518
Ramirez Asset Management
New York
$33.9K -$37.9K -400 -50%
ISWM
519
Intesa Sanpaolo Wealth Management
$33.9K
MA
520
Montag & Associates
Georgia
$33.9K
LFG
521
Larson Financial Group
Missouri
$33.7K +$17.3K +183 +86%
CCM
522
Chilton Capital Management
Texas
$30.9K +$95 +1 +0.3%
AA
523
Addison Advisors
Vermont
$29.9K -$4.36K -46 -12%
MA
524
MCF Advisors
Kentucky
$29.9K
MSWA
525
Marshall & Sterling Wealth Advisors
New York
$28K