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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
551
Annapolis Financial Services
Maryland
$54K
AWM
552
Activest Wealth Management
Florida
$53K +$5.03K +139 +10%
SCA
553
Stonebridge Capital Advisors
Minnesota
$51K -$6.18K -171 -11%
AF
554
Allworth Financial
California
$49K +$10.8K +298 +28%
SIC
555
SJS Investment Consulting
Ohio
$47K -$28.9K -798 -38%
CA
556
Clearstead Advisors
Ohio
$45K +$1.08K +30 +2%
RE
557
RBC Europe
United Kingdom
$44K
CFO
558
CVA Family Office
Colorado
$44K +$27.7K +765 +167%
AA
559
Ancora Advisors
Ohio
$43K +$14.5K +400 +51%
UB
560
UMB Bank
Missouri
$41K +$14.7K +406 +54%
ICM
561
Ionic Capital Management
New York
$41K +$40.9K +1,131 New
AAP
562
Arax Advisory Partners
Colorado
$38K
SL
563
Savior LLC
Massachusetts
$37K
GRP
564
Global Retirement Partners
California
$37K +$33.6K +929 +47%
FRA
565
Front Row Advisors
California
$36K
KPCM
566
Kings Point Capital Management
New York
$36K
MA
567
MCF Advisors
Kentucky
$36K +$36.2K +1,000 New
EL
568
EMFO LLC
Florida
$33K
WTA
569
Washington Trust Advisors
Massachusetts
$31K -$96.7K -2,673 -76%
SWM
570
Selective Wealth Management
Virginia
$31K +$5.42K +150 +21%
MCM
571
Manchester Capital Management
Vermont
$31K +$9.08K +251 +40%
MAM
572
Meeder Asset Management
Ohio
$30K +$28K +773 +1,189%
FHA
573
First Horizon Advisors
Tennessee
$29K -$26K -718 -47%
GIA
574
GHP Investment Advisors
Colorado
$28K +$28K +774 New
FIA
575
FNY Investment Advisers
New York
$27K +$27.3K +755 New