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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1201
FinTrust Capital Advisors
South Carolina
$163K -$46.7K -490 -21%
BCPWM
1202
Bradley & Co Private Wealth Management
Florida
$163K
CA
1203
Clearstead Advisors
Ohio
$155K +$2.86K +30 +2%
FPFS
1204
First Personal Financial Services
North Carolina
$150K
PTC
1205
Private Trust Company
Ohio
$145K -$258K -2,710 -64%
JWBC
1206
John W. Brooker & Co
California
$143K
RBC
1207
Roble Belko & Company
Pennsylvania
$142K
MCC
1208
Money Concepts Capital
Florida
$139K -$86.3K -905 -39%
PMFA
1209
Plante Moran Financial Advisors
Michigan
$139K +$3.81K +40 +3%
GEA
1210
Glen Eagle Advisors
New Jersey
$136K +$2.86K +30 +2%
SWA
1211
Sutton Wealth Advisors
Florida
$136K +$4.77K +50 +4%
TCWM
1212
Total Clarity Wealth Management
Illinois
$135K +$135K +1,415 New
GWS
1213
Glassman Wealth Services
Virginia
$127K +$25.3K +265 +25%
CA
1214
Crewe Advisors
Utah
$123K +$123K +1,295 New
CWC
1215
Carolinas Wealth Consulting
North Carolina
$119K +$17.2K +180 +17%
CWM
1216
Cedar Wealth Management
California
$118K +$7.63K +80 +7%
EWM
1217
Endurance Wealth Management
Rhode Island
$117K
EI
1218
Ellevest Inc
New York
$117K +$38.1K +400 +48%
KFP
1219
KB Financial Partners
New Jersey
$111K -$1.43K -15 -1%
PVH
1220
Psagot Value Holdings
Israel
$109K
KTC
1221
Kistler-Tiffany Companies
Pennsylvania
$107K +$3.34K +35 +3%
BFEC
1222
Benjamin F. Edwards & Company
Missouri
$102K -$72.9K -765 -42%
TWM
1223
Tradition Wealth Management
Minnesota
$102K +$11.9K +125 +13%
SOW
1224
State of Wyoming
Wyoming
$98K -$210K -2,205 -68%
SC
1225
Seldon Capital
California
$98K