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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
751
Pathstone Family Office
New Jersey
$59K
TPWA
752
TRUE Private Wealth Advisors
Oregon
$59K +$162 +5 +0.3%
GFPC
753
Global Financial Private Capital
Florida
$59K +$1.49K +46 +3%
GWMIA
754
Global Wealth Management Investment Advisory
Florida
$55K +$5.84K +180 +13%
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
AWM
756
Apollon Wealth Management
South Carolina
$52K +$49.9K +1,537 New
CWAF
757
Core Wealth Advisors (Florida)
Florida
$49K
DAM
758
Delta Asset Management
Tennessee
$48K -$8.11K -250 -15%
BFC
759
Bedel Financial Consulting
Indiana
$48K
TAIM
760
TD Ameritrade Investment Management
Nebraska
$47K -$6.33K -195 -12%
OIA
761
Optimum Investment Advisors
Illinois
$47K +$11.4K +350 +33%
CHC
762
City Holding Co
West Virginia
$46K
HWA
763
HHM Wealth Advisors
Tennessee
$46K +$130 +4 +0.3%
ST
764
Smithfield Trust
Pennsylvania
$46K +$3.24K +100 +8%
LC
765
Lindbrook Capital
California
$43K +$357 +11 +0.9%
BCA
766
Berman Capital Advisors
Georgia
$42K +$9.7K +299 +30%
AWA
767
Arkadios Wealth Advisors
Georgia
$41.1K -$487 -15 -1%
PFBT
768
Parkside Financial Bank & Trust
Missouri
$40K +$2.69K +83 +7%
PWMG
769
Prestige Wealth Management Group
New Jersey
$40K +$21.6K +666 +129%
FHA
770
Flagship Harbor Advisors
Massachusetts
$38K +$21.1K +650 +130%
PP
771
PrairieView Partners
Minnesota
$37K
EFSCE
772
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$4.02K -124 -11%
IAS
773
IMA Advisory Services
Colorado
$34K -$9.15K -282 -22%
HI
774
Hudock Inc
Pennsylvania
$34K
RTC
775
Riverview Trust Company
Washington
$32K