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Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
201
Steward Partners Investment Advisory
New York
$10.9K – – –
US Bancorp
202
US Bancorp
Minnesota
$9.66K +$3.02K +59 +47%
Eastern Bank
203
Eastern Bank
Massachusetts
$9.19K – – –
C
204
Covestor
United Kingdom
$9K +$8.4K +164 +8,200%
Blue Trust Inc
205
Blue Trust Inc
Georgia
$8.78K – – –
GWP
206
Gen-Wealth Partners
Michigan
$8.78K – – –
AF
207
Advisornet Financial
Minnesota
$7.84K – – –
HM Payson & Co
208
HM Payson & Co
Maine
$7.42K – – –
MassMutual Private Wealth & Trust
209
MassMutual Private Wealth & Trust
Connecticut
$6.43K -$3.02K -59 -32%
VCM
210
Versant Capital Management
Arizona
$5.9K – – –
BCPWM
211
Bradley & Co Private Wealth Management
Florida
$5.54K – – –
TPWA
212
Twin Peaks Wealth Advisors
California
$4.75K +$4.66K +91 New
Allworth Financial
213
Allworth Financial
California
$4.65K -$615 -12 -12%
TD Private Client Wealth
214
TD Private Client Wealth
New York
$4.44K +$4.35K +85 New
CPG
215
Cornerstone Planning Group
New Jersey
$3.63K +$717 +14 +24%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3.55K – – –
BFS
217
Bare Financial Services
Pennsylvania
$3.19K +$1.54K +30 +97%
RIL
218
Rothschild Investment LLC
Illinois
$2.82K +$359 +7 +15%
EP
219
Essential Partners
California
$2.77K +$410 +8 +18%
CAL
220
Capital Advisors Ltd
Ohio
$2K – – –
S
221
Sachetta
Massachusetts
$1.99K – – –
CFM
222
Cornerstone Financial Management
Massachusetts
$1.88K – – –
RFP
223
Root Financial Partners
California
$1.78K +$1.74K +34 New
JWM
224
JPL Wealth Management
Colorado
$1.72K +$1.69K +33 New
MAI Capital Management
225
MAI Capital Management
Ohio
$1.62K +$102 +2 +7%