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Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
601
Strengthening Families & Communities LLC
Massachusetts
$63K +$313K +1,922 New
NFG
602
Next Financial Group
Texas
$61K +$16.6K +102 +39%
NF
603
Norwood Financial
Pennsylvania
$57K +$54.6K +335 New
SWM
604
Spire Wealth Management
Virginia
$56K
QC
605
Quent Capital
New York
$56K +$53.9K +331 New
PCG
606
Private Capital Group
Connecticut
$54K +$1.47K +9 +3%
EI
607
Ellevest Inc
New York
$53K -$489 -3 -0.9%
TWA
608
TCI Wealth Advisors
Arizona
$52K -$2.93K -18 -6%
RBC
609
Roble Belko & Company
Pennsylvania
$52K
EIP
610
Ellis Investment Partners
Pennsylvania
$51K +$16.3K +100 +49%
DAC
611
Dividend Assets Capital
South Carolina
$50K
LC
612
Lindbrook Capital
California
$49K +$163 +1 +0.3%
UB
613
UMB Bank
Missouri
$48K +$46.6K +286 New
C
614
Covestor
United Kingdom
$47K +$45.1K +277 New
HFM
615
Harvest Fund Management
China
$42K
HPC
616
HM Payson & Co
Maine
$42K
WT
617
Whittier Trust
California
$42K
CSWM
618
Cassady Schiller Wealth Management
Ohio
$42K +$40.7K +250 New
CWC
619
Carolinas Wealth Consulting
North Carolina
$41K -$163 -1 -0.4%
PAI
620
Pittenger & Anderson Inc
Nebraska
$41K
CFG
621
CKW Financial Group
Hawaii
$40K -$16.3K -100 -29%
MUMSS
622
Mitsubishi UFJ Morgan Stanley Securities
Japan
$39K -$39.1K -240 -51%
GWM
623
Geneos Wealth Management
Colorado
$37K
LJHT
624
Laurie J. Hall Trustee
$34K
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$34K +$26.1K +160 +356%