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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
1001
Stone House Investment Management
Pennsylvania
$51.8K -$3.47K -15 -6%
Jones Financial Companies
1002
Jones Financial Companies
Missouri
$50.2K +$32.7K +141 +172%
C
1003
Covestor
United Kingdom
$50K -$926 -4 -2%
RIL
1004
Rothschild Investment LLC
Illinois
$47.3K +$25K +108 +106%
CTA
1005
Colonial Trust Advisors
South Carolina
$45.1K – – –
TFF
1006
The Family Firm
Maryland
$45K +$46.3K +200 New
PAI
1007
Pittenger & Anderson Inc
Nebraska
$44.8K – – –
GEA
1008
Glen Eagle Advisors
New Jersey
$43.9K – – –
ECM
1009
Estabrook Capital Management
New York
$42.8K -$6.25K -27 -12%
BWAM
1010
Boyd Watterson Asset Management
Ohio
$39.9K – – –
CFD
1011
Creative Financial Designs
Indiana
$39.4K – – –
CSWM
1012
Cassady Schiller Wealth Management
Ohio
$38.1K – – –
BAM
1013
Bellevue Asset Management
Washington
$37.4K – – –
SWS
1014
SYSTM Wealth Solutions
Illinois
$36K +$37.1K +160 New
RFG
1015
RFP Financial Group
Georgia
$35.8K +$2.78K +12 +8%
FCA
1016
FinTrust Capital Advisors
South Carolina
$35.4K +$1.16K +5 +3%
RTC
1017
Riverview Trust Company
Washington
$34.9K -$39.8K -172 -53%
CT
1018
Caldwell Trust
Florida
$34.7K – – –
RMC
1019
Resources Management Corp
Connecticut
$33K – – –
JPWM
1020
Jamison Private Wealth Management
Georgia
$32.2K – – –
CFO
1021
CVA Family Office
Colorado
$31.8K +$463 +2 +1%
MWA
1022
MFA Wealth Advisors
Pennsylvania
$29.7K +$30.6K +132 New
LI
1023
Louisbourg Investments
New Brunswick, Canada
$29.5K – – –
OIAM
1024
OFI Invest Asset Management
France
$29.4K -$1.16K -5 -3%
HDIM
1025
Hanson & Doremus Investment Management
Vermont
$29K -$1.85K -8 -6%