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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1001
Jones Financial Companies
Missouri
$50.2K +$32.7K +141 +172%
C
1002
Covestor
United Kingdom
$50K -$926 -4 -2%
RIL
1003
Rothschild Investment LLC
Illinois
$47.3K +$25K +108 +106%
CTA
1004
Colonial Trust Advisors
South Carolina
$45.1K
TFF
1005
The Family Firm
Maryland
$45K +$46.3K +200 New
PAI
1006
Pittenger & Anderson Inc
Nebraska
$44.8K
GEA
1007
Glen Eagle Advisors
New Jersey
$43.9K
ECM
1008
Estabrook Capital Management
New York
$42.8K -$6.25K -27 -12%
BWAM
1009
Boyd Watterson Asset Management
Ohio
$39.9K
CFD
1010
Creative Financial Designs
Indiana
$39.4K
CSWM
1011
Cassady Schiller Wealth Management
Ohio
$38.1K
BAM
1012
Bellevue Asset Management
Washington
$37.4K
SWS
1013
SYSTM Wealth Solutions
Illinois
$36K +$37.1K +160 New
RFG
1014
RFP Financial Group
Georgia
$35.8K +$2.78K +12 +8%
FCA
1015
FinTrust Capital Advisors
South Carolina
$35.4K +$1.16K +5 +3%
RTC
1016
Riverview Trust Company
Washington
$34.9K -$39.8K -172 -53%
CT
1017
Caldwell Trust
Florida
$34.7K
RMC
1018
Resources Management Corp
Connecticut
$33K
JPWM
1019
Jamison Private Wealth Management
Georgia
$32.2K
CFO
1020
CVA Family Office
Colorado
$31.8K +$463 +2 +1%
MWA
1021
MFA Wealth Advisors
Pennsylvania
$29.7K +$30.6K +132 New
LI
1022
Louisbourg Investments
New Brunswick, Canada
$29.5K
OIAM
1023
OFI Invest Asset Management
France
$29.4K -$1.16K -5 -3%
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$29K -$1.85K -8 -6%
WT
1025
Washington Trust
Rhode Island
$28.7K -$1.39K -6 -5%