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Name Holding Trade Value Shares
Change
Change in
Stake
RA
401
Rise Advisors
New York
$4.02K
ADL
402
Asset Dedication LLC
California
$4K
CTC
403
Central Trust Company
Missouri
$3.5K -$1.11K -32 -21%
JWA
404
JFS Wealth Advisors
Pennsylvania
$3.38K -$905 -26 -18%
UB
405
UMB Bank
Missouri
$3.23K
MHR
406
Matthew Hamilton Rosenberg
$3.03K
AA
407
Addison Advisors
Vermont
$2.91K
OIA
408
Optimum Investment Advisors
Illinois
$2.91K
TCM
409
Tradewinds Capital Management
Washington
$2.91K
ATC
410
Adirondack Trust Company
New York
$2.04K
GFPC
411
Global Financial Private Client
Florida
$2.04K
AWA
412
Authentikos Wealth Advisory
California
$1.94K +$2.3K +66 New
CP
413
Castleview Partners
Texas
$1.92K +$2.3K +66 New
GWS
414
Glassman Wealth Services
Virginia
$1.86K -$6.34K -182 -74%
AIC
415
Archer Investment Corporation
Indiana
$1.78K
BIA
416
Bell Investment Advisors
California
$1.66K -$766 -22 -28%
BC
417
Barrett & Company
Rhode Island
$1.57K
VWM
418
Valley Wealth Managers
New Jersey
$1.28K
AA
419
AlphaMark Advisors
Kentucky
$1K -$1.74K -50 -50%
BAM
420
Byrne Asset Management
New Jersey
$1K
SSG
421
Summit Securities Group
New York
$1K +$1.78K +51 New
RWM
422
Raffa Wealth Management
District of Columbia
$990
PWMG
423
Prestige Wealth Management Group
New Jersey
$845 -$801 -23 -44%
EARNEST Partners
424
EARNEST Partners
Georgia
$757
MLA
425
MB, Levis & Associates
Pennsylvania
$728