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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
501
HM Payson & Co
Maine
$15K
CCA
502
Catalyst Capital Advisors
New York
$15K +$2.02K +11 +14%
TFS
503
TrustCore Financial Services
Tennessee
$14K
SWA
504
Sutton Wealth Advisors
Florida
$13.6K +$5.32K +29 +56%
PWMG
505
Prestige Wealth Management Group
New Jersey
$13K -$2.94K -16 -17%
C
506
Covestor
United Kingdom
$13K -$550 -3 -4%
SC
507
Solstein Capital
California
$13K
Bank of Montreal
508
Bank of Montreal
Ontario, Canada
$12.8K +$3.15M +17,164 +29%
PMFA
509
Plante Moran Financial Advisors
Michigan
$12K -$8.62K -47 -41%
SC
510
Seldon Capital
California
$12K
BTI
511
Blue Trust Inc
Georgia
$12K +$9.72K +53 New
MA
512
MUFG Americas
New York
$11K
WPA
513
West Paces Advisors
Georgia
$10.4K -$183 -1 -2%
EARNEST Partners
514
EARNEST Partners
Georgia
$10K
WT
515
Washington Trust
Rhode Island
$10K
MCM
516
MV Capital Management
Maryland
$9K -$2.57K -14 -21%
EI
517
Ellevest Inc
New York
$9K +$9.17K +50 +833%
FC
518
Family CFO
California
$8.37K
Credit Agricole
519
Credit Agricole
France
$8K
GRP
520
Global Retirement Partners
California
$8K +$2.75K +15 +48%
BPC
521
Banque Pictet & Cie
Switzerland
$7.54K -$211K -1,151 -2%
EWA
522
EverSource Wealth Advisors
Alabama
$7K -$4.4K -24 -36%
BC
523
Bartlett & Co
Ohio
$7K +$7.52K +41 New
BCWM
524
Bartlett & Co Wealth Management
Ohio
$6.86K +$7.52K +41 New
BWA
525
BDO Wealth Advisors
Florida
$6K