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Name Holding Trade Value Shares
Change
Change in
Stake
RF
1076
Rossby Financial
Florida
$30.1K
PB
1077
Pinnacle Bancorp
Nebraska
$29.8K
MTC
1078
Matrix Trust Company
Colorado
$29K -$3.68K -26 -11%
SIC
1079
SJS Investment Consulting
Ohio
$29K
TWC
1080
TD Waterhouse Canada
Ontario, Canada
$28.8K
SIS
1081
Sound Income Strategies
Florida
$28.7K +$142 +1 +0.5%
KFI
1082
Key Financial Inc
Pennsylvania
$28.7K -$566 -4 -2%
C
1083
Covestor
United Kingdom
$28K -$26.9K -190 -48%
HIA
1084
Harbor Investment Advisory
Maryland
$27.7K
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.7K
API
1086
Asset Planning Inc
California
$27.1K
BBPWM
1087
Blue Bell Private Wealth Management
Pennsylvania
$27.1K
BLC
1088
Brown, Lisle/Cummings
Rhode Island
$27.1K
GCM
1089
Gables Capital Management
Florida
$27.1K
HWA
1090
HHM Wealth Advisors
Tennessee
$27.1K
FMP
1091
Financial Management Professionals
Texas
$25.2K
DWA
1092
Delos Wealth Advisors
Texas
$25.1K
SC
1093
Stance Capital
Massachusetts
$24.9K +$26K +184 New
RA
1094
Rise Advisors
New York
$23.3K +$1.42K +10 +6%
MTIC
1095
Missouri Trust & Investment Company
Missouri
$23K
CIAM
1096
Caitong International Asset Management
Hong Kong
$21.9K +$22.9K +162 New
TCOT
1097
Trust Company of Toledo
Ohio
$21.7K
JWA
1098
JFS Wealth Advisors
Pennsylvania
$21.5K +$142 +1 +0.6%
NSG
1099
Nalls Sherbakoff Group
Tennessee
$20K
FFO
1100
Fortitude Family Office
Arizona
$19.4K +$566 +4 +3%