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Name Holding Trade Value Shares
Change
Change in
Stake
C
1901
Covestor
United Kingdom
$68K -$428 -1 -0.6%
KTC
1902
Kentucky Trust Company
Kentucky
$67.4K
MIM
1903
Manitou Investment Management
Ontario, Canada
$66.9K
RA
1904
Rational Advisors
New York
$66.1K +$7.28K +17 +12%
WG
1905
Wellington Group
Indiana
$66.1K +$66.4K +155 New
TCA
1906
Trifecta Capital Advisors
Illinois
$65.7K -$2.14K -5 -3%
UFPG
1907
United Financial Planning Group
New York
$65.7K +$66K +154 New
BONH
1908
Bank of New Hampshire
New Hampshire
$64K
SC
1909
Solstein Capital
California
$63.1K
FS
1910
Financially Speaking
Colorado
$59.7K
UOTTAIMCU
1911
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$59.3K -$42.8K -100 -42%
OAJ
1912
Ogorek Anthony Joseph
New York
$56K -$26.6K -62 -32%
PWA
1913
Physician Wealth Advisors
Utah
$55K -$3.85K -9 -7%
OA
1914
Operose Advisors
Wisconsin
$54.6K -$2.57K -6 -4%
HFS
1915
Hughes Financial Services
Virginia
$54.2K -$857 -2 -2%
TF
1916
Tompkins Financial
New York
$54.2K +$4.71K +11 +9%
P
1917
Palladiem
Pennsylvania
$54K +$54K +126 New
AFC
1918
Ares Financial Consulting
California
$53.4K +$53.5K +125 New
AWA
1919
Acumen Wealth Advisors
Tennessee
$53.3K +$53.5K +125 New
NWM
1920
Navigoe Wealth Management
California
$53K
FFA
1921
Frazier Financial Advisors
Ohio
$52.7K -$16.7K -39 -24%
FRA
1922
Front Row Advisors
California
$52.4K
HDIM
1923
Hanson & Doremus Investment Management
Vermont
$52K +$428 +1 +0.8%
SEP
1924
Signature Equity Partners
Ohio
$51.5K +$51.8K +121 New
RPA
1925
Redwood Park Advisors
California
$51.4K