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SVC

Service Properties Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$61K
IWM
302
IHT Wealth Management
Illinois
$60K
CAL
303
Capital Analysts LLC
Pennsylvania
$56K +$588 +4 +1%
SP
304
SWS Partners
Ohio
$53K +$52K +354 New
SGAM
305
Smith Group Asset Management
Texas
$51K +$10.7K +73 +26%
BWA
306
BDO Wealth Advisors
Florida
$51K +$49.9K +340 New
CCM
307
Covington Capital Management
California
$45K
FGC
308
Financial Gravity Companies
Texas
$44K +$45.2K +308 New
OIA
309
OneDigital Investment Advisors
Kansas
$43K
RPC
310
Rossmore Private Capital
Connecticut
$38.6K +$37.9K +258 New
MA
311
MUFG Americas
New York
$38K +$8.23K +56 +28%
VIA
312
Vantage Investment Advisors
Pennsylvania
$33K
TCOV
313
Trust Company of Vermont
Vermont
$30K +$29.4K +200 New
GI
314
Gradient Investments
Minnesota
$29K +$28.1K +191 New
DPA
315
Delphi Private Advisors
California
$28K +$27.3K +186 New
GBT
316
Grove Bank & Trust
Florida
$27K
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$24K +$9.84K +67 +71%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$24K +$23.5K +160 New
CCS
319
Crosspoint Capital Strategies
California
$23.9K
MGIA
320
Moneta Group Investment Advisors
Missouri
$22K +$21.4K +146 New
AWM
321
Avior Wealth Management
Nebraska
$21K -$7.34K -50 -26%
TRCT
322
Tower Research Capital (TRC)
New York
$21K +$2.5K +17 +14%
TSW
323
Thompson Siegel & Walmsley
Virginia
$21K +$20.6K +140 New
SWM
324
SeaCrest Wealth Management
New York
$20K +$20.1K +137 New
TWA
325
TCI Wealth Advisors
Arizona
$19K