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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
676
Ropes Wealth Advisors
Massachusetts
$11K
CB
677
CNB Bank
Pennsylvania
$10K
HR
678
Howe & Rusling
New York
$9K -$1.12K -1 -11%
CIAS
679
Capital Investment Advisory Services
North Carolina
$9K +$4.48K +4 +100%
PMFA
680
Plante Moran Financial Advisors
Michigan
$8K +$7.85K +7 New
AS
681
Altshuler Shaham
Israel
$7K -$2.24K -2 -25%
AM
682
Atwater Malick
Pennsylvania
$7K +$6.72K +6 New
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$4.48K -4 -44%
IF
684
Ironwood Financial
Arizona
$5K
MCM
685
MV Capital Management
Maryland
$5K +$2.24K +2 +67%
CFB
686
Cullen/Frost Bankers
Texas
$5K +$5.6K +5 New
SIAS
687
Shine Investment Advisory Services
Colorado
$5K +$5.6K +5 New
AA
688
Advisory Alpha
Michigan
$4.23K +$4.48K +4 New
AF
689
Advisornet Financial
Minnesota
$4K
ST
690
Smithfield Trust
Pennsylvania
$4K
TIM
691
Tortoise Investment Management
New York
$4K
EI
692
Ellevest Inc
New York
$4K +$2.24K +2 +100%
RWM
693
Raffa Wealth Management
District of Columbia
$3.25K +$3.36K +3 New
BL
694
Balentine LLC
Georgia
$3K
FGAM
695
Financial Gravity Asset Management
Texas
$3K
Rockefeller Capital Management
696
Rockefeller Capital Management
New York
$3K
PB
697
Pinnacle Bancorp
Nebraska
$3K +$3.36K +3 New
PWMG
698
Prestige Wealth Management Group
New Jersey
$3K +$3.36K +3 New
VFA
699
Valeo Financial Advisors
Indiana
$3K +$3.36K +3 New
FANJ
700
Financial Architects (New Jersey)
New Jersey
$2K