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Name Holding Trade Value Shares
Change
Change in
Stake
C
1926
Covestor
United Kingdom
$76K -$2.37K -5 -3%
TCA
1927
Trifecta Capital Advisors
Illinois
$75.5K +$4.73K +10 +7%
KTC
1928
Kentucky Trust Company
Kentucky
$75K
MIM
1929
Manitou Investment Management
Ontario, Canada
$74.6K
SSG
1930
Summit Securities Group
New York
$72.7K +$72.4K +153 New
MA
1931
Montag & Associates
Georgia
$72.2K +$6.63K +14 +10%
BONH
1932
Bank of New Hampshire
New Hampshire
$71.3K
CB
1933
Community Bank
New York
$71.3K
SC
1934
Solstein Capital
California
$70.3K
MA
1935
MCF Advisors
Kentucky
$68.2K -$947 -2 -1%
PAS
1936
Point72 Asia (Singapore)
Singapore
$66.8K -$4.76M -10,046 -99%
FS
1937
Financially Speaking
Colorado
$66.5K
GA
1938
GoalVest Advisory
New York
$66.5K
RA
1939
Rational Advisors
New York
$65.5K +$14.2K +30 +28%
PWA
1940
Physician Wealth Advisors
Utah
$65.5K +$7.58K +16 +13%
OA
1941
Operose Advisors
Wisconsin
$63.6K -$473 -1 -0.7%
OIA
1942
Optimum Investment Advisors
Illinois
$61.8K
AWM
1943
Activest Wealth Management
Florida
$60.3K +$17K +36 +40%
TIM
1944
Tortoise Investment Management
New York
$59.9K +$3.31K +7 +6%
NWM
1945
Navigoe Wealth Management
California
$59K +$4.73K +10 +9%
FRA
1946
Front Row Advisors
California
$58.4K
HDIM
1947
Hanson & Doremus Investment Management
Vermont
$58K +$11.4K +24 +24%
RPA
1948
Redwood Park Advisors
California
$57.1K
CWM
1949
Consultiva Wealth Management
Puerto Rico
$57K
BAM
1950
Bellevue Asset Management
Washington
$56.5K