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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1001
Cetera Trust Company
Minnesota
$63.5K – – –
SWP
1002
Strategic Wealth Partners
Ohio
$62.8K +$56.7K +485 New
PWM
1003
Proathlete Wealth Management
Florida
$58.4K +$52.7K +451 New
TF
1004
Tompkins Financial
New York
$58.3K – – –
CWM
1005
Consultiva Wealth Management
Puerto Rico
$58.2K -$14.6K -125 -22%
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$57.4K +$17.2K +147 +50%
WBC
1007
Westpac Banking Corp
Australia
$56.6K – – –
AA
1008
Addison Advisors
Vermont
$54.9K -$4.67K -40 -9%
PSFG
1009
Park Square Financial Group
Georgia
$53.1K – – –
CFO
1010
CVA Family Office
Colorado
$52.7K -$40K -342 -46%
C
1011
Covestor
United Kingdom
$52K -$54.2K -464 -54%
GWM
1012
Geneos Wealth Management
Colorado
$52K +$7.13K +61 +18%
BOJHT
1013
Bank of Jackson Hole Trust
Wyoming
$51.8K – – –
RDFA
1014
Ritter Daniher Financial Advisory
Ohio
$51.8K – – –
SOAMC
1015
Spirit of America Management Corp
New York
$51.8K – – –
EP
1016
Essential Partners
California
$50.9K +$45.9K +393 New
VCM
1017
Versant Capital Management
Arizona
$44.7K -$61.7K -528 -60%
CA
1018
CoreCap Advisors
Michigan
$44.3K -$3.86K -33 -9%
PFSC
1019
Peoples Financial Services Corp
Pennsylvania
$42.1K – – –
FDW
1020
Fourth Dimension Wealth
Ohio
$40.5K – – –
CMP
1021
Coston McIsaac & Partners
Maine
$40K – – –
WIM
1022
Westside Investment Management
California
$39.8K – – –
MYIA
1023
Mount Yale Investment Advisors
Colorado
$39.4K +$35.5K +304 New
AG
1024
AmeriFlex Group
Nevada
$39.2K -$39.7K -340 -53%
OIA
1025
Optimum Investment Advisors
Illinois
$38.9K – – –