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Name Holding Trade Value Shares
Change
Change in
Stake
APC
501
Aspire Private Capital
North Carolina
$63K -$1.77K -33 -3%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$63K – – –
MAM
503
Meeder Asset Management
Ohio
$60K -$26.4K -491 -29%
CA
504
Clearstead Advisors
Ohio
$54K -$30.5K -568 -34%
MHR
505
Matthew Hamilton Rosenberg
$52K +$56.1K +1,045 New
BTI
506
Blue Trust Inc
Georgia
$50K +$48.8K +910 New
RWM
507
Raffa Wealth Management
District of Columbia
$49.2K – – –
TCOV
508
Trust Company of Vermont
Vermont
$48K -$153K -2,860 -75%
JAM
509
JCIC Asset Management
Ontario, Canada
$46K -$43.7K -815 -46%
TH
510
TCTC Holdings
Texas
$46K – – –
NFSG
511
Newbridge Financial Services Group
Florida
$43K +$215 +4 +0.5%
GWSG
512
GPS Wealth Strategies Group
Colorado
$41K – – –
IWP
513
IAG Wealth Partners
Wisconsin
$41K – – –
CMP
514
Coston McIsaac & Partners
Maine
$41K +$44.5K +830 New
SFFS
515
Stonehage Fleming Financial Services
Jersey
$39K – – –
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$39K +$42.9K +800 New
CWP
517
Concord Wealth Partners
Virginia
$38K -$46.6K -869 -53%
VNA
518
Valley National Advisers
Pennsylvania
$38K – – –
LC
519
Lindbrook Capital
California
$38K +$4.03K +75 +11%
CAC
520
Core Alternative Capital
Georgia
$37K – – –
FF
521
FourThought Financial
Florida
$37K +$19.2K +357 +88%
JGIA
522
Jackson Grant Investment Advisers
Connecticut
$36K – – –
FWA
523
FSC Wealth Advisors
New York
$36K +$4.78K +89 +14%
MCM
524
MV Capital Management
Maryland
$34K – – –
Mitsubishi UFJ Trust & Banking
525
Mitsubishi UFJ Trust & Banking
Japan
$28K -$15.5K -289 -46%