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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$99K
SWP
702
Stratos Wealth Partners
Ohio
$98K +$98.8K +2,157 New
SWM
703
SeaCrest Wealth Management
New York
$91K +$90.9K +1,985 New
MRCM
704
M&R Capital Management
New Jersey
$90K -$1.47K -32 -2%
WC
705
Whitnell & Co
Illinois
$87K
RPC
706
Rossmore Private Capital
Connecticut
$76.7K +$77K +1,681 New
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$74K
PG
708
Patten Group
Tennessee
$72K +$1.1K +24 +2%
GLI
709
Guardian Life Insurance
New York
$71K +$21.3K +466 +42%
OIA
710
OneDigital Investment Advisors
Kansas
$69K +$62.8K +1,371 +862%
ST
711
Smithfield Trust
Pennsylvania
$67K +$16.5K +360 +32%
PMFA
712
Plante Moran Financial Advisors
Michigan
$64K -$137 -3 -0.2%
STA
713
Summit Trail Advisors
New York
$64K +$62.3K +1,361 New
BCM
714
Blume Capital Management
California
$63K
MUS
715
Mitsubishi UFJ Securities
Japan
$61K +$61.7K +1,348 New
WTB
716
Washington Trust Bank
Washington
$60K +$1.79K +39 +3%
CAPTRUST Financial Advisors
717
CAPTRUST Financial Advisors
North Carolina
$59K +$55.1K +1,204 +1,524%
PK
718
Pflug Koory
Nebraska
$56K -$5.45K -119 -9%
RWA
719
Ropes Wealth Advisors
Massachusetts
$55K -$12K -263 -18%
NCM
720
Nelson Capital Management
California
$55K
PHK
721
Point72 Hong Kong
Hong Kong
$55K +$54.9K +1,199 New
SIAS
722
Shine Investment Advisory Services
Colorado
$52K
BWL
723
Bogart Wealth LLC
Virginia
$52K +$5.04K +110 +11%
AW
724
Alpha Windward
Massachusetts
$51K -$12.4K -271 -20%
TFA
725
Toth Financial Advisory
Virginia
$51K +$50.8K +1,110 New