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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1001
MV Capital Management
Maryland
$63.6K +$24.5K +210 +75%
CTC
1002
Cetera Trust Company
Minnesota
$63.5K
SWP
1003
Strategic Wealth Partners
Ohio
$62.8K +$56.7K +485 New
PWM
1004
Proathlete Wealth Management
Florida
$58.4K +$52.7K +451 New
TF
1005
Tompkins Financial
New York
$58.3K
CWM
1006
Consultiva Wealth Management
Puerto Rico
$58.2K -$14.6K -125 -22%
TSMHT
1007
Thurston Springer Miller Herd & Titak
Indiana
$57.4K +$17.2K +147 +50%
WBC
1008
Westpac Banking Corp
Australia
$56.6K
AA
1009
Addison Advisors
Vermont
$54.9K -$4.67K -40 -9%
PSFG
1010
Park Square Financial Group
Georgia
$53.1K
CFO
1011
CVA Family Office
Colorado
$52.7K -$40K -342 -46%
C
1012
Covestor
United Kingdom
$52K -$54.2K -464 -54%
GWM
1013
Geneos Wealth Management
Colorado
$52K -$17.9K -153 -28%
BOJHT
1014
Bank of Jackson Hole Trust
Wyoming
$51.8K
RDFA
1015
Ritter Daniher Financial Advisory
Ohio
$51.8K
SOAMC
1016
Spirit of America Management Corp
New York
$51.8K
EP
1017
Essential Partners
California
$50.9K +$45.9K +393 New
VCM
1018
Versant Capital Management
Arizona
$44.7K -$61.7K -528 -60%
CA
1019
CoreCap Advisors
Michigan
$44.3K -$3.86K -33 -9%
PFSC
1020
Peoples Financial Services Corp
Pennsylvania
$42.1K
FDW
1021
Fourth Dimension Wealth
Ohio
$40.5K
CMP
1022
Coston McIsaac & Partners
Maine
$40K
WIM
1023
Westside Investment Management
California
$39.8K
MYIA
1024
Mount Yale Investment Advisors
Colorado
$39.4K +$35.5K +304 New
AG
1025
AmeriFlex Group
Nevada
$39.2K -$39.7K -340 -53%