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Name Holding Trade Value Shares
Change
Change in
Stake
C
1126
Covestor
United Kingdom
$198K
RIL
1127
Rothschild Investment LLC
Illinois
$198K -$291K -77 -57%
WETS
1128
Wealth Enhancement Trust Services
South Dakota
$190K +$212K +56 New
LFG
1129
Larson Financial Group
Missouri
$190K -$212K -56 -50%
EB
1130
Eastern Bank
Massachusetts
$187K -$18.9K -5 -8%
SIM
1131
Sentry Investment Management
Wisconsin
$183K
BAM
1132
Byrne Asset Management
New Jersey
$180K
JGIA
1133
Jackson Grant Investment Advisers
Connecticut
$176K
NEWAS
1134
N.E.W. Advisory Services
Wisconsin
$176K +$94.4K +25 +93%
OL
1135
OneFund LLC
Florida
$173K +$18.9K +5 +11%
IPS
1136
Investors Portfolio Services
Washington
$170K +$189K +50 New
CH
1137
Cromwell Holdings
Wyoming
$159K
BSB
1138
Bangor Savings Bank
Maine
$156K
AC
1139
AlphaCore Capital
California
$156K +$3.78K +1 +2%
PWA
1140
Physician Wealth Advisors
Utah
$151K -$3.78K -1 -2%
MHR
1141
Matthew Hamilton Rosenberg
$149K
GBT
1142
Grove Bank & Trust
Florida
$146K
ST
1143
Smithfield Trust
Pennsylvania
$145K
BCWM
1144
Bartlett & Co Wealth Management
Ohio
$139K -$7.56K -2 -5%
KFAS
1145
Keating Financial Advisory Services
Kansas
$139K +$155K +41 New
CSPIA
1146
Cary Street Partners Investment Advisory
Virginia
$132K -$3.78K -1 -3%
CA
1147
Centerpoint Advisors
Massachusetts
$129K
AEPWM
1148
Atlantic Edge Private Wealth Management
Florida
$129K
GWM
1149
Geneos Wealth Management
Colorado
$129K
Cohen & Steers
1150
Cohen & Steers
New York
$119K