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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
651
Carmichael Hill & Associates
Maryland
$53.8K – – –
PTC
652
Private Trust Company
Ohio
$52K -$645 -2 -1%
WB
653
Webster Bank
Connecticut
$52K – – –
FFA
654
Farther Finance Advisors
California
$50.4K +$48.4K +150 New
TFS
655
TrustCore Financial Services
Tennessee
$48.4K – – –
BIA
656
Bell Investment Advisors
California
$46.1K +$323 +1 +0.7%
CCA
657
Column Capital Advisors
Indiana
$44K -$28.7K -89 -40%
CT
658
Cambridge Trust
Massachusetts
$44K +$8.71K +27 +26%
JWA
659
JFS Wealth Advisors
Pennsylvania
$41.7K – – –
BWM
660
BerganKDV Wealth Management
Minnesota
$39K – – –
ZIG
661
Zullo Investment Group
Pennsylvania
$38.3K – – –
WT
662
Washington Trust
Rhode Island
$35.6K – – –
CA
663
CoreCap Advisors
Michigan
$34.3K +$32.9K +102 New
AS
664
Altshuler Shaham
Israel
$33.6K -$4.2K -13 -12%
LS
665
Livforsakringsbolaget Skandia
Sweden
$33.6K – – –
PP
666
Pacifica Partners
Canada
$33.6K – – –
EWA
667
EverSource Wealth Advisors
Alabama
$31.9K +$8.07K +25 +36%
CMP
668
Coston McIsaac & Partners
Maine
$31K +$8.07K +25 +37%
CA
669
Clearstead Advisors
Ohio
$30.9K – – –
HI
670
Harbour Investments
Wisconsin
$30.3K +$4.52K +14 +18%
PVH
671
Psagot Value Holdings
Israel
$30K – – –
SWM
672
Spire Wealth Management
Virginia
$30K +$27.8K +86 +4,300%
RFA
673
Resurgent Financial Advisors
Georgia
$28.9K +$27.8K +86 New
C
674
Covestor
United Kingdom
$27K -$22.6K -70 -47%
MWC
675
MBM Wealth Consultants
Missouri
$27K – – –