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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Catalyst Capital Advisors
New York
$15K -$370 -2 -2%
HPC
502
HM Payson & Co
Maine
$15K
PWMG
503
Prestige Wealth Management Group
New Jersey
$15K +$2.04K +11 +14%
SC
504
Solstein Capital
California
$14K
TFS
505
TrustCore Financial Services
Tennessee
$14K
UB
506
UMB Bank
Missouri
$13K -$47.7K -258 -77%
HCP
507
Hexagon Capital Partners
Arkansas
$13K -$7.58K -41 -35%
CCM
508
Covington Capital Management
California
$13K -$4.63K -25 -25%
SC
509
Seldon Capital
California
$13K
EI
510
Ellevest Inc
New York
$13K +$3.33K +18 +32%
RTC
511
Riverview Trust Company
Washington
$13K +$13.9K +75 New
GRP
512
Global Retirement Partners
California
$12K +$2.77K +15 +33%
BWP
513
Baldwin Wealth Partners
Massachusetts
$12K +$12.9K +70 New
MA
514
MUFG Americas
New York
$11K
WT
515
Washington Trust
Rhode Island
$11K
WPA
516
West Paces Advisors
Georgia
$10.8K
EARNEST Partners
517
EARNEST Partners
Georgia
$10K
MFT
518
Moisand Fitzgerald Tamayo
Florida
$10K +$10.4K +56 New
LS
519
Livforsakringsbolaget Skandia
Sweden
$9K -$18.5K -100 -66%
Credit Agricole
520
Credit Agricole
France
$9K
FC
521
Family CFO
California
$8.69K
Bank of Montreal
522
Bank of Montreal
Ontario, Canada
$8.35K -$5.2M -28,103 -37%
BTI
523
Blue Trust Inc
Georgia
$7K -$2.04K -11 -21%
AA
524
Addison Advisors
Vermont
$7K +$3.52K +19 +83%
PMFA
525
Plante Moran Financial Advisors
Michigan
$6K -$6.29K -34 -49%