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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
301
Colonial Trust Advisors
South Carolina
$11.2K – – –
GWM
302
Geneos Wealth Management
Colorado
$11.1K – – –
C
303
Covestor
United Kingdom
$9K -$57K -666 -85%
CFB
304
Cullen/Frost Bankers
Texas
$8.32K – – –
S
305
Sachetta
Massachusetts
$7.95K – – –
CMA
306
Cedar Mountain Advisors
Oregon
$7.72K – – –
SS
307
SBI Securities
Japan
$7.5K – – –
WA
308
WPG Advisers
Maryland
$7.05K +$86 +1 +1%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$6.76K – – –
APFP
310
Action Point Financial Planning
Michigan
$6.68K +$7.96K +93 New
BTI
311
Blue Trust Inc
Georgia
$6.31K – – –
EP
312
Essential Partners
California
$6.24K +$7.19K +84 New
HNB
313
Huntington National Bank
Ohio
$5.12K – – –
IFWM
314
Institute for Wealth Management
Colorado
$5.05K +$5.82K +68 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$4.83K – – –
SIC
316
SJS Investment Consulting
Ohio
$4.75K +$4.71K +55 +611%
WT
317
Whittier Trust
California
$4.53K – – –
JWM
318
JPL Wealth Management
Colorado
$4.46K – – –
KG
319
Kilter Group
New York
$4.08K – – –
TFA
320
Transamerica Financial Advisors
Florida
$4.01K – – –
SPIA
321
Steward Partners Investment Advisory
New York
$3.86K +$3K +35 +206%
PTC
322
Private Trust Company
Ohio
$3.56K – – –
FFO
323
Fortitude Family Office
Arizona
$3.56K +$428 +5 +12%
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$3.42K +$171 +2 +5%
MCM
325
Manchester Capital Management
Vermont
$3.34K -$856 -10 -18%