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Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$9K -$9.08K -132 -51%
EWP
302
Elevation Wealth Partners
California
$8.71K – – –
N
303
Natixis
France
$8.63K +$481 +7 +6%
FCM
304
Fourpath Capital Management
Oklahoma
$8.04K +$7.43K +108 New
MCM
305
MV Capital Management
Maryland
$7.96K +$275 +4 +4%
ADL
306
Asset Dedication LLC
California
$7.44K – – –
CBT
307
CoreFirst Bank & Trust
Kansas
$7.44K +$6.88K +100 New
LI
308
LRI Investments
Florida
$7.42K – – –
BIA
309
Bell Investment Advisors
California
$7K – – –
SWM
310
Spire Wealth Management
Virginia
$6.4K – – –
KFI
311
Key Financial Inc
Pennsylvania
$6.18K – – –
PTC
312
Private Trust Company
Ohio
$6.1K +$206 +3 +4%
CFS
313
CGC Financial Services
Oregon
$5.66K – – –
CPA
314
Capital Performance Advisors
California
$5.58K +$5.16K +75 New
PWMG
315
Private Wealth Management Group
New Jersey
$4.99K – – –
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.69K – – –
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$4.17K – – –
BBHC
318
Brown Brothers Harriman & Co
New York
$3.13K +$2.89K +42 New
CWC
319
Carolinas Wealth Consulting
North Carolina
$3.05K +$2.82K +41 New
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
$3.05K – – –
MCM
321
Manchester Capital Management
Vermont
$2.46K – – –
LFG
322
Larson Financial Group
Missouri
$2.22K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.01K +$481 +7 +35%
HWM
324
Hemington Wealth Management
Virginia
$2K +$2.54K +37 New
SC
325
Swan Capital
Florida
$1.79K – – –