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Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
401
Tower Research Capital (TRC)
New York
$47K -$573K -6,979 -92%
CWP
402
Concord Wealth Partners
Virginia
$47K +$5.17K +63 +11%
EWM
403
Evermay Wealth Management
Virginia
$47K +$51K +621 New
CFA
404
Carroll Financial Associates
North Carolina
$46K +$19K +232 +59%
TCWM
405
Total Clarity Wealth Management
Illinois
$44K +$47.8K +582 New
MCM
406
Manchester Capital Management
Vermont
$41K
FCA
407
FinTrust Capital Advisors
South Carolina
$38K
BCA
408
Berman Capital Advisors
Georgia
$34K -$275K -3,350 -88%
EWA
409
Evolution Wealth Advisors
Florida
$32K
LC
410
Lindbrook Capital
California
$31K
SWA
411
SOA Wealth Advisors
New York
$30K +$8.87K +108 +36%
PA
412
Parallel Advisors
California
$29K +$3.2K +39 +11%
AssetMark Inc
413
AssetMark Inc
California
$29K +$31.7K +386 New
HIIFS
414
Harel Insurance Investments & Financial Services
Israel
$28K -$16.4K -200 -35%
WWM
415
Wolff Wiese Magana
California
$28K
CFB
416
Cullen/Frost Bankers
Texas
$26K +$27.8K +338 New
PA
417
PSI Advisors
Florida
$22K +$23.4K +285 New
BDWM
418
Brewin Dolphin Wealth Management
Ireland
$21.2K
BFC
419
Bedel Financial Consulting
Indiana
$21K +$2.87K +35 +14%
RCA
420
Ranch Capital Advisors
Florida
$20K +$821 +10 +4%
ADL
421
Asset Dedication LLC
California
$19K +$12.9K +157 +183%
HWM
422
HighMark Wealth Management
Minnesota
$18K +$9.85K +120 +105%
HA
423
Herold Advisors
New York
$18K +$20.5K +250 New
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$17K
TFS
425
TrustCore Financial Services
Tennessee
$17K