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Name Holding Trade Value Shares
Change
Change in
Stake
FCG
2201
Financial Connections Group
California
$77K +$35.4K +340 +85%
CCMI
2202
Creative Capital Management Investments
California
$75.6K +$3.23K +31 +4%
C
2203
Covestor
United Kingdom
$75K -$10.1K -97 -12%
PVH
2204
Psagot Value Holdings
Israel
$75K
SIS
2205
Sound Income Strategies
Florida
$75K -$11.8K -113 -14%
HBW
2206
Hazlett, Burt & Watson
West Virginia
$74K -$15.6K -150 -17%
CYG
2207
Clean Yield Group
Vermont
$73.9K
BC
2208
Barrett & Company
Rhode Island
$73.4K
FFA
2209
Fairfield Financial Advisors
Massachusetts
$73K +$312 +3 +0.4%
AWM
2210
Accel Wealth Management
Iowa
$72.9K
GEA
2211
Glen Eagle Advisors
New Jersey
$71.9K -$2.71K -26 -4%
LFASL
2212
Lugano Financial Advisors SA (LFA)
Switzerland
$71.8K
AWM
2213
Abound Wealth Management
Tennessee
$71K +$4.79K +46 +7%
PP
2214
PrairieView Partners
Minnesota
$71K
CCA
2215
Catalyst Capital Advisors
New York
$70.4K -$22.9K -220 -25%
TFM
2216
TFC Financial Management
Massachusetts
$69.1K +$1.46K +14 +2%
AAG
2217
Armstrong Advisory Group
Massachusetts
$68.8K
HIM
2218
Hillsdale Investment Management
Ontario, Canada
$66.1K -$78.1K -750 -54%
CCM
2219
Chilton Capital Management
Texas
$65.4K +$65.4K +628 New
CA
2220
Centerpoint Advisors
Massachusetts
$65K
RDFA
2221
Ritter Daniher Financial Advisory
Ohio
$64.6K
EI
2222
Ellevest Inc
New York
$63.6K -$75.7K -727 -54%
PCFFS
2223
Pacific Center for Financial Services
California
$63.6K +$63.6K +611 New
FDCC
2224
Foster Dykema Cabot & Co
Massachusetts
$63K +$62.7K +602 New
RA
2225
Rise Advisors
New York
$62.3K +$208 +2 +0.3%