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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
Burt Wealth Advisors
Maryland
$17K
CFG
502
Citizens Financial Group
Rhode Island
$17K
WFMPM
503
Woodley Farra Manion Portfolio Management
Indiana
$17K
PWMG
504
Prestige Wealth Management Group
New Jersey
$17K +$18.2K +277 +791%
WT
505
Washington Trust
Rhode Island
$17K +$19.6K +298 New
CTB
506
Country Trust Bank
Illinois
$16K -$23.3K -355 -55%
VCM
507
Versant Capital Management
Arizona
$16K -$986 -15 -5%
EI
508
Ellevest Inc
New York
$16K
EIP
509
Ellis Investment Partners
Pennsylvania
$16K
OIA
510
Optimum Investment Advisors
Illinois
$16K
SC
511
Steph & Co
Wisconsin
$16K
WCM
512
Wealthcare Capital Management
Virginia
$16K
BEI
513
Benjamin Edwards Inc
Missouri
$16K +$5.91K +90 +46%
PCG
514
Private Capital Group
Connecticut
$15K
TFO
515
Tarbox Family Office
California
$15K +$9.59K +146 +118%
PO
516
Private Ocean
California
$14K
RTC
517
Riverview Trust Company
Washington
$14K
PRC
518
Pearl River Capital
Michigan
$13K -$574K -8,740 -97%
BC
519
Barnett & Company
Tennessee
$13K -$986 -15 -6%
TWA
520
TCI Wealth Advisors
Arizona
$13K -$263 -4 -2%
FWM
521
FSA Wealth Management
Massachusetts
$13K
VFA
522
Valeo Financial Advisors
Indiana
$13K
FWM
523
Focused Wealth Management
New York
$13K +$66 +1 +0.4%
BCA
524
Berman Capital Advisors
Georgia
$13K +$1.12K +17 +7%
PFBT
525
Parkside Financial Bank & Trust
Missouri
$13K +$3.68K +56 +32%