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Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Stance Capital
Massachusetts
$41K +$40.6K +400 New
RF
702
Robbins Farley
New Hampshire
$35.1K – – –
CAL
703
Capital Advisors Ltd
Ohio
$35K – – –
ZBNA
704
Zions Bancorporation, National Association
Utah
$34.4K -$4.97K -49 -13%
C
705
Covestor
United Kingdom
$34K -$6.7K -66 -17%
TPWA
706
Twin Peaks Wealth Advisors
California
$33.9K +$33.6K +331 New
JWA
707
JFS Wealth Advisors
Pennsylvania
$31.7K -$507 -5 -2%
GWM
708
Geneos Wealth Management
Colorado
$31K – – –
RBC
709
Roble Belko & Company
Pennsylvania
$31K +$30.4K +300 New
GSWM
710
Golden State Wealth Management
California
$30.7K – – –
NFSG
711
Newbridge Financial Services Group
Florida
$30.6K +$203 +2 +0.7%
LWCFA
712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.8K – – –
HAP
713
Harbor Asset Planning
Massachusetts
$27.2K – – –
Vanguard National Trust
714
Vanguard National Trust
Pennsylvania
$26.9K +$26.7K +263 New
RF
715
Rossby Financial
Florida
$26.2K +$2.74K +27 +12%
WAU
716
Wellington-Altus USA
Manitoba, Canada
$26.2K -$2.23K -22 -12%
W
717
WealthCollab
Washington
$26K -$710 -7 -3%
SS
718
Sunbelt Securities
Texas
$25.5K -$3.04K -30 -11%
GLF
719
Groupe la Francaise
France
$25.4K +$1.22K +12 +5%
MCM
720
Manchester Capital Management
Vermont
$24.6K +$812 +8 +3%
BWA
721
Basecamp Wealth Advisors
Washington
$23.6K – – –
ST
722
Smithfield Trust
Pennsylvania
$22K – – –
BC
723
Broadwater Capital
Massachusetts
$21.4K – – –
SL
724
Salomon & Ludwin
Virginia
$20.7K +$20.3K +200 New
NB
725
NBT Bank
New York
$20.5K – – –