Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1501
JFS Wealth Advisors
Pennsylvania
$59.6K +$3.42K +9 +6%
C
1502
Covestor
United Kingdom
$59K -$16.4K -43 -21%
SWA
1503
Sutton Wealth Advisors
Florida
$58.8K +$11.8K +31 +24%
TIM
1504
Tortoise Investment Management
New York
$57K +$3.04K +8 +6%
OC
1505
Oakworth Capital
Alabama
$56.6K – – –
RAM
1506
Riggs Asset Management
Pennsylvania
$55.9K – – –
CB
1507
Community Bank
New York
$55.9K – – –
EBA
1508
Eagle Bay Advisors
New York
$54.7K +$1.52K +4 +3%
SFCL
1509
Strengthening Families & Communities LLC
Massachusetts
$54K +$3.42K +9 +7%
LB
1510
Legacy Bridge
Iowa
$51.8K – – –
AAG
1511
Armstrong Advisory Group
Massachusetts
$49.5K – – –
HGERS
1512
Householder Group Estate & Retirement Specialist
Arizona
$47.7K +$48.7K +128 New
RDFA
1513
Ritter Daniher Financial Advisory
Ohio
$47.7K +$14.5K +38 +42%
RA
1514
Rational Advisors
New York
$46.5K -$203K -534 -81%
MFT
1515
Moisand Fitzgerald Tamayo
Florida
$46.2K +$2.66K +7 +6%
CTA
1516
Colonial Trust Advisors
South Carolina
$45.8K – – –
SIC
1517
SJS Investment Consulting
Ohio
$44.3K +$381 +1 +0.8%
BAM
1518
Bellevue Asset Management
Washington
$44.3K – – –
MA
1519
MCF Advisors
Kentucky
$42.1K +$6.09K +16 +16%
SWM
1520
Sanctuary Wealth Management
Idaho
$40.6K – – –
CSWM
1521
Cassady Schiller Wealth Management
Ohio
$40.2K +$9.52K +25 +30%
MA
1522
Montag & Associates
Georgia
$39.5K – – –
TAM
1523
Tucker Asset Management
Colorado
$38.7K – – –
RWM
1524
Raffa Wealth Management
District of Columbia
$38.4K – – –
RW
1525
RVW Wealth
California
$37.6K +$38.4K +101 New