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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
301
International Assets Investment Management
Florida
$6.3K +$7.35K +94 New
C
302
Covestor
United Kingdom
$6K
WA
303
WPG Advisers
Maryland
$5.9K +$1.09K +14 +19%
CFO
304
CVA Family Office
Colorado
$5.03K
SWM
305
Spire Wealth Management
Virginia
$5.03K +$5.87K +75 New
MCM
306
MAI Capital Management
Ohio
$4.96K -$469 -6 -8%
PWPS
307
Pinnacle Wealth Planning Services
Ohio
$4.96K +$5.79K +74 New
WT
308
Whittier Trust
California
$4.13K
RIL
309
Rothschild Investment LLC
Illinois
$4.09K +$4.77K +61 New
BFS
310
Bare Financial Services
Pennsylvania
$4.02K +$1.64K +21 +54%
PIM
311
Plato Investment Management
Australia
$3.84K
MCM
312
Manchester Capital Management
Vermont
$3.75K +$391 +5 +10%
JWA
313
JFS Wealth Advisors
Pennsylvania
$3.69K +$1.41K +18 +49%
SAG
314
SageView Advisory Group
California
$3.49K +$4.07K +52 New
TWD
315
True Wealth Design
Ohio
$3.28K +$1.33K +17 +53%
BIA
316
Bell Investment Advisors
California
$3.15K +$1.17K +15 +47%
KFAS
317
Keating Financial Advisory Services
Kansas
$3.08K +$3.6K +46 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.95K +$156 +2 +5%
SPIA
319
Steward Partners Investment Advisory
New York
$2.88K
Mitsubishi UFJ Asset Management
320
Mitsubishi UFJ Asset Management
Japan
$2.71K
AWM
321
Abound Wealth Management
Tennessee
$2.22K
GFA
322
Godfrey Financial Associates
New York
$2.15K +$2.5K +32 New
PTC
323
Private Trust Company
Ohio
$2.08K -$1.64K -21 -40%
IAS
324
IMA Advisory Services
Colorado
$2.08K +$2.42K +31 New
MPW
325
MASECO Private Wealth
$2.08K +$2.42K +31 New