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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1601
Centerpoint Advisors
Massachusetts
$169K +$35.1K +962 +24%
FCA
1602
FinTrust Capital Advisors
South Carolina
$167K +$180K +4,929 New
CCM
1603
Covington Capital Management
California
$163K +$116K +3,183 +199%
RWA
1604
River Wealth Advisors
Pennsylvania
$160K -$6.94K -190 -4%
CIAS
1605
Capital Investment Advisory Services
North Carolina
$156K +$167K +4,574 New
FLI
1606
Family Legacy Inc
South Carolina
$154K -$1.82K -50 -1%
PK
1607
Pflug Koory
Nebraska
$153K
LFA
1608
Legacy Financial Advisors
Kentucky
$153K +$15.9K +436 +11%
FTI
1609
Fiduciary Trust International
Massachusetts
$153K +$164K +4,488 New
LWM
1610
Liberty Wealth Management
California
$150K +$162K +4,424 New
PFSC
1611
Peoples Financial Services Corp
Pennsylvania
$149K +$3.29K +90 +2%
FWM
1612
Focused Wealth Management
New York
$147K +$7.16K +196 +5%
VCM
1613
Vigilant Capital Management
Maine
$145K +$75.6K +2,072 +94%
EWA
1614
ERTS Wealth Advisors
Michigan
$145K +$155K +4,256 New
PWM
1615
PRW Wealth Management
Massachusetts
$142K +$153K +4,191 New
C
1616
Cerebellum
California
$140K -$28.6K -783 -16%
EFSCE
1617
Enterprise Financial Services Corp (EFSC)
Missouri
$139K -$32K -876 -18%
CAW
1618
Cornerstone Advisors (Washington)
Washington
$138K +$20K +549 +16%
CAGAS
1619
Capital Advisory Group Advisory Services
Minnesota
$137K
WANY
1620
Wealthspire Advisors (New York)
New York
$136K +$146K +3,993 New
EDRH
1621
Edmond de Rothschild Holding
Switzerland
$135K -$75.9K -2,080 -34%
IDBONY
1622
Israel Discount Bank of New York
New York
$134K -$28.5K -780 -17%
SQA
1623
Simon Quick Advisors
New Jersey
$133K
SEIA
1624
Signature Estate & Investment Advisors
California
$132K -$11.6K -319 -8%
PFGIA
1625
Patriot Financial Group Insurance Agency
Massachusetts
$131K -$33.8K -926 -19%