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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
501
SOA Wealth Advisors
New York
$18.9K -$1.01K -25 -5%
FFA
502
Farther Finance Advisors
California
$18.9K +$2.34K +58 +14%
GEA
503
Glen Eagle Advisors
New Jersey
$18.6K +$1.25K +31 +7%
BF
504
BOK Financial
Oklahoma
$18.2K +$18.2K +453 New
CHA
505
Carmichael Hill & Associates
Maryland
$17.9K +$121 +3 +0.7%
SIC
506
SJS Investment Consulting
Ohio
$17.9K
KTC
507
Kistler-Tiffany Companies
Pennsylvania
$17.5K
CA
508
Clearstead Advisors
Ohio
$17.3K +$121 +3 +0.7%
TIM
509
Tortoise Investment Management
New York
$17.1K
JGIA
510
Jackson Grant Investment Advisers
Connecticut
$16.1K
RFA
511
Register Financial Advisors
Georgia
$16.1K
PFBT
512
Parkside Financial Bank & Trust
Missouri
$15.6K +$4.03K +100 +35%
CWM
513
Compass Wealth Management
Connecticut
$14.1K -$14.1K -351 -50%
HNB
514
Huntington National Bank
Ohio
$14K -$6.89K -171 -33%
CMP
515
Coston McIsaac & Partners
Maine
$14K
TWM
516
Tradition Wealth Management
Minnesota
$14K +$765 +19 +6%
TF
517
TimeScale Financial
Massachusetts
$13.8K +$201 +5 +1%
AIM
518
Anchor Investment Management
South Carolina
$13.8K
Bessemer Group
519
Bessemer Group
New Jersey
$13K -$34.9K -867 -73%
CT
520
Caldwell Trust
Florida
$12.9K
SN
521
Sittner & Nelson
Oregon
$12.9K
BCWM
522
Bartlett & Co Wealth Management
Ohio
$12.5K
CFFP
523
Center for Financial Planning
Michigan
$12.4K
GCM
524
Gables Capital Management
Florida
$12.1K
BC
525
Bartlett & Co
Ohio
$12K