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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
526
Creative Financial Designs
Indiana
$78K
PFGIA
527
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$52.7K +505 +363%
T
528
TCWP
Ohio
$74K +$65.3K +626 New
First Manhattan
529
First Manhattan
New York
$73K -$31.3K -300 -33%
PCH
530
Polar Capital Holdings
United Kingdom
$70.3K +$61.2M +587,006 New
SSB
531
Sandy Spring Bank
Maryland
$66K +$9.7K +93 +20%
CWM
532
Cedar Wealth Management
California
$64K
CFB
533
Cullen/Frost Bankers
Texas
$64K
Fifth Third Bancorp
534
Fifth Third Bancorp
Ohio
$64K
SLWA
535
San Luis Wealth Advisors
California
$60K +$47.3K +454 New
QC
536
Quent Capital
New York
$56K +$6.99K +67 +17%
EI
537
Ellevest Inc
New York
$55K -$91.9K -881 -66%
BWA
538
BDO Wealth Advisors
Florida
$52K
BWM
539
BerganKDV Wealth Management
Minnesota
$51K -$104 -1 -0.2%
MSFP
540
Mark Sheptoff Financial Planning
Connecticut
$47K +$41.2K +395 New
GEA
541
Glen Eagle Advisors
New Jersey
$45.8K
HI
542
Hudock Inc
Pennsylvania
$45K
RIM
543
Rockbridge Investment Management
New York
$44.1K
WAS
544
Winch Advisory Services
Wisconsin
$44K +$18.7K +179 +95%
LWANC
545
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K
LC
546
Lindbrook Capital
California
$43K +$21.8K +209 +139%
PG
547
Proffitt & Goodson
Tennessee
$42K +$36.5K +350 New
CA
548
Clearstead Advisors
Ohio
$37K +$15.6K +150 +94%
SFFS
549
Stonehage Fleming Financial Services
Jersey
$36K
RA
550
Rise Advisors
New York
$35K -$2.61K -25 -8%