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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
176
JTC Employer Solutions Trustee
Jersey
$1K
WT
177
Whittier Trust
California
$697 -$278 -95 -27%
Jones Financial Companies
178
Jones Financial Companies
Missouri
$690 +$731 +250 New
PP
179
PFS Partners
New Jersey
$657
DWA
180
Delos Wealth Advisors
Texas
$552
W
181
WealthCollab
Washington
$552 +$584 +200 New
SWA
182
SOA Wealth Advisors
New York
$486
FFA
183
Farther Finance Advisors
California
$386
KFS
184
Kelly Financial Services
Massachusetts
$328
HI
185
Harbour Investments
Wisconsin
$276 -$117 -40 -29%
BIM
186
Breakwater Investment Management
Washington
$276 +$292 +100 New
CA
187
CoreCap Advisors
Michigan
$276 +$292 +100 New
WTC
188
WhitTier Trust Company
Nevada
$261 +$278 +95 New
RhumbLine Advisers
189
RhumbLine Advisers
Massachusetts
$248
CB
190
Community Bank
New York
$228
FCMT
191
Founders Capital Management (Texas)
Texas
$138
GRP
192
Global Retirement Partners
California
$132 -$146 -50 -51%
EWA
193
EverSource Wealth Advisors
Alabama
$98 +$102 +35 New
TSMHT
194
Thurston Springer Miller Herd & Titak
Indiana
$96 +$102 +35 New
RIL
195
Rothschild Investment LLC
Illinois
$83
CWP
196
Concord Wealth Partners
Virginia
$69
RF
197
Robbins Farley
New Hampshire
$69
HNB
198
Huntington National Bank
Ohio
$58
BTI
199
Blue Trust Inc
Georgia
$41 -$415 -142 -90%
SC
200
Stephens Consulting
Michigan
$34