SVC

Service Properties Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
Janiczek Wealth Management
Colorado
$7K – – –
EI
227
Ellevest Inc
New York
$7K +$114 +2 +2%
IA
228
IFP Advisors
Florida
$5K – – –
SWM
229
Spire Wealth Management
Virginia
$5K – – –
COCM
230
Charter Oak Capital Management
New Hampshire
$4K – – –
WQ
231
Wealth Quarterback
New Jersey
$4K – – –
BIA
232
Bell Investment Advisors
California
$4K +$4.38K +77 New
KFS
233
Kelly Financial Services
Massachusetts
$3.99K – – –
FCMT
234
Founders Capital Management (Texas)
Texas
$3K – – –
PCG
235
Private Capital Group
Connecticut
$3K – – –
SWA
236
SOA Wealth Advisors
New York
$3K – – –
PFBT
237
Parkside Financial Bank & Trust
Missouri
$3K +$114 +2 +4%
CFA
238
Carroll Financial Associates
North Carolina
$2K – – –
JCM
239
Jacobi Capital Management
Pennsylvania
$2K – – –
RG
240
Retirement Group
California
$2K – – –
TI
241
Truehand Inc
New Hampshire
$2K – – –
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$2K +$1.88K +33 +413%
APA
243
American Portfolios Advisors
New York
$1.12K -$8.59K -151 -88%
EARNEST Partners
244
EARNEST Partners
Georgia
$1K – – –
GLLW
245
Graves Light Lenhart Wealth
Virginia
$1K – – –
KFI
246
Key Financial Inc
Pennsylvania
$1K – – –
SN
247
Sittner & Nelson
Oregon
$1K – – –
GWS
248
Glassman Wealth Services
Virginia
$1K +$626 +11 New
CI
249
Cordant Inc
Oregon
$1K +$796 +14 New
TPCW
250
TD Private Client Wealth
New York
$729 – – –