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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$53K – – –
PCP
577
Proficio Capital Partners
Massachusetts
$52K +$6.08K +35 +14%
PA
578
Parallel Advisors
California
$50K – – –
CA
579
Centerpoint Advisors
Massachusetts
$49K – – –
PCM
580
Prelude Capital Management
New York
$49K +$46.9K +270 New
SMFS
581
Squar Milner Financial Services
California
$46K – – –
PO
582
Private Ocean
California
$45K -$5.21K -30 -11%
CBOA
583
Commonwealth Bank of Australia
Australia
$45K +$11.8K +68 +36%
FPFS
584
First Personal Financial Services
North Carolina
$41K +$6.95K +40 +21%
WEC
585
Winslow Evans & Crocker
Massachusetts
$38K +$34.7K +200 +2,000%
M
586
MOTCO
Texas
$38K +$36.6K +211 New
CFB
587
Cullen/Frost Bankers
Texas
$36K – – –
PFO
588
Pathstone Family Office
New Jersey
$36K – – –
PFSC
589
Peoples Financial Services Corp
Pennsylvania
$36K – – –
CAW
590
Cornerstone Advisors (Washington)
Washington
$36K +$4.52K +26 +15%
CFN
591
Cordasco Financial Network
Florida
$36K +$34.7K +200 New
TCM
592
Tradewinds Capital Management
Washington
$35K – – –
SFG
593
SevenBridge Financial Group
Pennsylvania
$35K +$33.9K +195 New
SIAS
594
Shine Investment Advisory Services
Colorado
$32K +$3.82K +22 +14%
TRCT
595
Tower Research Capital (TRC)
New York
$30K -$24.5K -141 -45%
WTC
596
WhitTier Trust Company
Nevada
$30K – – –
BBHC
597
Brown Brothers Harriman & Co
New York
$28K +$1.39K +8 +5%
VCM
598
Versant Capital Management
Arizona
$27K – – –
IFAM
599
Institutional & Family Asset Management
Colorado
$27K +$2.95K +17 +13%
VEA
600
Virtus ETF Advisers
New York
$27K +$26.2K +151 New