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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1026
Canton Hathaway
Rhode Island
$170K +$178K +1,500 New
BTI
1027
Blue Trust Inc
Georgia
$168K -$221K -1,859 -56%
FCT
1028
First Community Trust
Iowa
$164K
AWM
1029
Atticus Wealth Management
Florida
$164K +$52.1K +439 +44%
CCM
1030
Copeland Capital Management
Pennsylvania
$163K +$119 +1 +0.1%
EWA
1031
EverSource Wealth Advisors
Alabama
$161K -$109K -920 -39%
RIL
1032
Rothschild Investment LLC
Illinois
$160K +$23K +194 +16%
SC
1033
Stance Capital
Massachusetts
$159K +$166K +1,396 New
T
1034
Tidemark
California
$157K +$119 +1 +0.1%
C
1035
Covestor
United Kingdom
$157K -$20.1K -169 -11%
WIM
1036
Westside Investment Management
California
$152K -$103K -865 -39%
SAM
1037
Smartleaf Asset Management
Massachusetts
$144K +$70.3K +592 +91%
SC
1038
Steph & Co
Wisconsin
$143K -$150K -1,263 -50%
NFSG
1039
Newbridge Financial Services Group
Florida
$139K -$335K -2,818 -70%
CA
1040
Clearstead Advisors
Ohio
$137K -$97K -817 -40%
AA
1041
AlphaCentric Advisors
Puerto Rico
$133K -$24.2K -204 -15%
Fifth Third Bancorp
1042
Fifth Third Bancorp
Ohio
$128K +$9.97K +84 +8%
CLOS
1043
Compagnie Lombard Odier SCmA
Switzerland
$125K
LFG
1044
Larson Financial Group
Missouri
$124K +$30.4K +256 +31%
TFM
1045
TFC Financial Management
Massachusetts
$121K -$11.8K -99 -9%
SL
1046
Salomon & Ludwin
Virginia
$115K -$6.29K -53 -5%
NL
1047
NKCFO LLC
Illinois
$114K -$1.66M -14,000 -93%
CCG
1048
Ceeto Capital Group
Florida
$114K -$1.19M -10,000 -91%
ZB
1049
Zions Bancorporation
Utah
$113K +$118K +995 New
HI
1050
Harbour Investments
Wisconsin
$110K +$4.87K +41 +4%