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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$3.12K +$326 +10 +12%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.11K -34 -26%
KFI
303
Key Financial Inc
Pennsylvania
$2.88K – – –
GEA
304
Glen Eagle Advisors
New Jersey
$2.67K – – –
WT
305
Whittier Trust
California
$2.6K +$2.61K +80 New
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.24K – – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$2.14K -$130 -4 -6%
BHWM
308
Beaird Harris Wealth Management
Texas
$2.14K +$2.15K +66 New
CAL
309
Capital Advisors Ltd
Ohio
$2K +$684 +21 +78%
SWM
310
Spire Wealth Management
Virginia
$2K +$1.63K +50 New
GRP
311
Global Retirement Partners
California
$1.98K +$424 +13 +27%
BIA
312
Bell Investment Advisors
California
$1.92K -$2.93K -90 -60%
First Manhattan
313
First Manhattan
New York
$1.62K – – –
MCC
314
Money Concepts Capital
Florida
$1.62K +$358 +11 +28%
FA
315
Fiduciary Alliance
South Carolina
$1.62K +$1.63K +50 New
BAM
316
Bellevue Asset Management
Washington
$1.57K – – –
NA
317
NewEdge Advisors
Louisiana
$1.2K +$1.21K +37 New
SC
318
Schubert & Co
Texas
$1.17K +$196 +6 +20%
PWMG
319
Prestige Wealth Management Group
New Jersey
$1.07K – – –
APC
320
Aspire Private Capital
North Carolina
$1.01K – – –
BAAM
321
Baker Avenue Asset Management
California
$1.01K +$1.01K +31 New
CWA
322
Carolina Wealth Advisors
South Carolina
$1K – – –
PPC
323
Park Place Capital
Alabama
$1K +$1.34K +41 New
SWA
324
Sutton Wealth Advisors
Florida
$941 -$196 -6 -17%
SGC
325
Slocum, Gordon & Co
Rhode Island
$941 +$945 +29 New