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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
901
Capital Bank & Trust
California
$10K +$9.36K +62 New
WPA
902
West Paces Advisors
Georgia
$9.3K – – –
RFM
903
Royal Fund Management
Florida
$9K -$2.27K -15 -20%
MFT
904
Moisand Fitzgerald Tamayo
Florida
$9K – – –
AA
905
Advisory Alpha
Michigan
$8.29K +$8K +53 New
SWA
906
Sutton Wealth Advisors
Florida
$8.21K – – –
Rockefeller Capital Management
907
Rockefeller Capital Management
New York
$8K +$7.4K +49 New
PAI
908
Pittenger & Anderson Inc
Nebraska
$7K -$5.44K -36 -44%
BWM
909
Baystate Wealth Management
Massachusetts
$7K +$1.21K +8 +20%
IRC
910
Investors Research Corp
Georgia
$7K +$7.25K +48 New
HIM
911
Hillsdale Investment Management
Ontario, Canada
$6K – – –
CAM
912
ClariVest Asset Management
California
$6K +$1.21K +8 +26%
PWMG
913
Prestige Wealth Management Group
New Jersey
$6K +$5.74K +38 New
HH
914
HWG Holdings
Texas
$4K – – –
SFSIG
915
San Francisco Sentry Investment Group
California
$4K – – –
PO
916
Private Ocean
California
$3K -$2.27K -15 -50%
EWA
917
Evolution Wealth Advisors
Florida
$3K – – –
Fidelity International
918
Fidelity International
Bermuda
$3K – – –
WCM
919
Whitener Capital Management
North Carolina
$3K – – –
FGAM
920
Financial Gravity Asset Management
Texas
$3K +$3.17K +21 New
RWM
921
Raffa Wealth Management
District of Columbia
$2.63K +$2.57K +17 New
CCM
922
Copeland Capital Management
Pennsylvania
$2K – – –
EI
923
Ellevest Inc
New York
$2K +$1.51K +10 New
GWAG
924
Garrett Wealth Advisory Group
Texas
$930 +$906 +6 New
VanEck Associates
925
VanEck Associates
New York
– -$33.4M -248,845 Closed