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Name Holding Trade Value Shares
Change
Change in
Stake
Edmond de Rothschild Holding
1026
Edmond de Rothschild Holding
Switzerland
$56.6K +$67K +145 New
Crewe Advisors
1027
Crewe Advisors
Utah
$55.5K +$65.6K +142 New
Tompkins Financial
1028
Tompkins Financial
New York
$54.7K – – –
AWM
1029
AllSquare Wealth Management
New York
$51.2K – – –
JSP
1030
Jackson Square Partners
California
$51.2K +$25K +54 +70%
Meeder Asset Management
1031
Meeder Asset Management
Ohio
$50.8K -$4.17M -9,011 -99%
Center for Financial Planning
1032
Center for Financial Planning
Michigan
$50.8K +$37K +80 +160%
GPFA
1033
Game Plan Financial Advisors
Ohio
$49.6K – – –
CA
1034
Centerpoint Advisors
Massachusetts
$49K – – –
OA
1035
Operose Advisors
Wisconsin
$46.5K -$38.4K -83 -41%
Catalyst Capital Advisors
1036
Catalyst Capital Advisors
New York
$44.5K -$2.59M -5,600 -98%
HGERS
1037
Householder Group Estate & Retirement Specialist
Arizona
$44.1K -$925 -2 -2%
Jones Financial Companies
1038
Jones Financial Companies
Missouri
$43.8K +$46.7K +101 +918%
Toth Financial Advisory
1039
Toth Financial Advisory
Virginia
$41.8K -$472K -1,021 -91%
FCMT
1040
Founders Capital Management (Texas)
Texas
$39.1K – – –
Godsey & Gibb Inc
1041
Godsey & Gibb Inc
Virginia
$39.1K – – –
HCM
1042
Highlander Capital Management
New Jersey
$39.1K – – –
American National Bank & Trust
1043
American National Bank & Trust
Texas
$38.3K – – –
Harbour Investments
1044
Harbour Investments
Wisconsin
$36.7K -$6.01K -13 -12%
FCA
1045
FinTrust Capital Advisors
South Carolina
$36.3K -$9.24K -20 -18%
Quarry LP
1046
Quarry LP
New York
$35.9K +$26.3K +57 +163%
FIM
1047
Fernwood Investment Management
Massachusetts
$34.8K +$41.1K +89 New
TS Financial Group (TSFG)
1048
TS Financial Group (TSFG)
Illinois
$34K -$5.55K -12 -12%
MIM
1049
Manitou Investment Management
Ontario, Canada
$33.2K – – –
BCPWM
1050
Bradley & Co Private Wealth Management
Florida
$32.8K – – –