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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1051
BNC Wealth Management
Oregon
$115K +$122K +547 New
TPCW
1052
TD Private Client Wealth
New York
$114K – – –
ATC
1053
Adirondack Trust Company
New York
$110K – – –
AA
1054
Ancora Advisors
Ohio
$110K +$3.34K +15 +3%
RE
1055
RBC Europe
United Kingdom
$109K – – –
AWM
1056
Avior Wealth Management
Nebraska
$109K +$223 +1 +0.2%
CAL
1057
Capital Analysts LLC
Pennsylvania
$107K – – –
PGAM
1058
Princeton Global Asset Management
New Jersey
$105K – – –
PWMG
1059
Prestige Wealth Management Group
New Jersey
$104K +$46.5K +209 +73%
AIM
1060
AIA Investment Management
Singapore
$102K +$14.9K +67 +16%
EI
1061
Ellevest Inc
New York
$102K +$43K +193 +67%
GG
1062
Gleason Group
Kentucky
$101K +$445 +2 +0.4%
LS
1063
Leelyn Smith
Illinois
$96K +$223 +1 +0.2%
RIM
1064
Rampart Investment Management
Connecticut
$95K -$811K -3,643 -89%
TF
1065
Tompkins Financial
New York
$95K – – –
CAL
1066
Capital Advisors Ltd
Ohio
$95K +$101K +453 New
KC
1067
Knuff & Co
California
$89K +$63.5K +285 +208%
RTC
1068
Riverview Trust Company
Washington
$87K – – –
LC
1069
Lindbrook Capital
California
$86K -$2.45K -11 -3%
TFO
1070
Tarbox Family Office
California
$86K – – –
FCM
1071
Firestone Capital Management
Florida
$84K – – –
GC
1072
Grace Capital
Massachusetts
$84K – – –
SWM
1073
Selective Wealth Management
Virginia
$84K – – –
KCM
1074
Kathmere Capital Management
Pennsylvania
$84K +$89.1K +400 New
PB
1075
Pinnacle Bancorp
Nebraska
$82K -$111K -500 -56%