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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
501
Fusion Family Wealth
New York
$35K
PSC
502
Prentiss Smith & Co
Vermont
$35K
FHA
503
First Horizon Advisors
Tennessee
$35K +$16K +289 +87%
ADL
504
Asset Dedication LLC
California
$34K
HT
505
Heritage Trust
Oklahoma
$33K
CCMIC
506
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$30K
EDRH
507
Edmond de Rothschild Holding
Switzerland
$26K -$12.3K -223 -33%
SIM
508
Sonora Investment Management
Arizona
$25K
WCM
509
Wealthcare Capital Management
Virginia
$25K
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$24K -$13.3K -240 -36%
CFA
511
Camarda Financial Advisors
Florida
$23K +$22.1K +400 New
ACS
512
Archford Capital Strategies
Illinois
$22K +$1.83K +33 +9%
HR
513
Howe & Rusling
New York
$22K +$18.9K +342 +814%
TWA
514
TCI Wealth Advisors
Arizona
$21K
LIA
515
LS Investment Advisors
Michigan
$20K
PFBT
516
Parkside Financial Bank & Trust
Missouri
$20K
APP
517
Avantax Planning Partners
Iowa
$20K +$18.9K +341 New
CAC
518
Certified Advisory Corp
Florida
$18K
SFM
519
Signet Financial Management
New Jersey
$18K
SF
520
Synovus Financial
Georgia
$18K
TSW
521
Thompson Siegel & Walmsley
Virginia
$18K
WCM
522
Whitener Capital Management
North Carolina
$18K +$17.7K +320 New
FIB
523
First Interstate Bank
Montana
$17K -$14.4K -260 -46%
MFW
524
Mosaic Family Wealth
Missouri
$17K
RFA
525
Reilly Financial Advisors
California
$17K