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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
451
CSat Investment Advisory
Michigan
$84K -$279K -3,562 -77%
PCM
452
Penserra Capital Management
California
$83K -$6.9K -88 -8%
FC
453
FORA Capital
Florida
$82K -$143K -1,825 -64%
ECM
454
Estabrook Capital Management
New York
$79.1K
RG
455
Retirement Group
California
$79K
TWA
456
TCI Wealth Advisors
Arizona
$77K +$42.4K +541 +126%
CFGS
457
Concourse Financial Group Securities
Alabama
$76K -$78 -1 -0.1%
SFS
458
Sowell Financial Services
Arkansas
$72K -$471 -6 -0.7%
ASN
459
Advisory Services Network
Georgia
$69K +$68K +867 New
EP
460
Eudaimonia Partners
Tennessee
$68K +$36.3K +463 +115%
RWA
461
Ropes Wealth Advisors
Massachusetts
$66K -$4.47K -57 -6%
CIM
462
Centersquare Investment Management
Pennsylvania
$66K +$47.5K +605 +257%
FFC
463
First Financial Corp
Indiana
$62K
AAP
464
Arax Advisory Partners
Colorado
$60K
SFG
465
Sowa Financial Group
Rhode Island
$59K -$58.8K -750 -50%
WT
466
Washington Trust
Rhode Island
$58K
MAM
467
Marquette Asset Management
Minnesota
$55K
NFSG
468
Newbridge Financial Services Group
Florida
$52K +$51.9K +661 New
HWA
469
HHM Wealth Advisors
Tennessee
$51K
EI
470
Ellevest Inc
New York
$49K
LF
471
Lee Financial
Texas
$49K
TFO
472
Tarbox Family Office
California
$49K
VFA
473
Valeo Financial Advisors
Indiana
$48K -$3.37K -43 -7%
CT
474
Caldwell Trust
Florida
$47.4K
TCOV
475
Trust Company of Vermont
Vermont
$47K