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Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Swan Capital
Florida
$17K
C
402
Covestor
United Kingdom
$17K -$41.6K -682 -70%
RBC
403
Roble Belko & Company
Pennsylvania
$17K
HPC
404
HM Payson & Co
Maine
$16.6K
SIC
405
SJS Investment Consulting
Ohio
$16.5K -$28.4K -465 -61%
TW
406
Titan Wealth
$14.4K +$15.9K +260 New
BFS
407
Bare Financial Services
Pennsylvania
$13.1K
EC
408
Elequin Capital
New York
$13K +$14.3K +235 New
Mitsubishi UFJ Asset Management
409
Mitsubishi UFJ Asset Management
Japan
$12.9K
QC
410
Quent Capital
New York
$12.5K +$8.6K +141 +166%
WT
411
Whittier Trust
California
$12.2K
OC
412
Oakworth Capital
Alabama
$11.9K
WA
413
Westfuller Advisors
New York
$11.9K
BCM
414
Blume Capital Management
California
$11.4K
GWS
415
Greykasell Wealth Strategies
California
$11.1K
KB
416
Kimelman & Baird
New York
$11.1K
VFM
417
Vision Financial Markets
Connecticut
$11.1K
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$9.65K +$1.16K +19 +12%
ATC
419
Adirondack Trust Company
New York
$9.14K
CFD
420
Creative Financial Designs
Indiana
$8.32K
JFA
421
JNBA Financial Advisors
Minnesota
$8.32K
HI
422
Harbour Investments
Wisconsin
$8.26K -$976 -16 -10%
AWM
423
Activest Wealth Management
Florida
$8.21K +$8.54K +140 +1,750%
TTIC
424
Tower Trust & Investment Company
Iowa
$7.76K
CYG
425
Clean Yield Group
Vermont
$7.65K