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Name Holding Trade Value Shares
Change
Change in
Stake
RMC
751
Resources Management Corp
Connecticut
$7K +$6.74K +30 New
FPS
752
Fieldpoint Private Securities
Connecticut
$7K +$6.96K +31 New
EWM
753
Edge Wealth Management
New York
$6K -$8.99K -40 -62%
PFBT
754
Parkside Financial Bank & Trust
Missouri
$6K +$899 +4 +21%
PFA
755
Professional Financial Advisors
Nebraska
$5K -$334K -1,487 -99%
EI
756
Ellevest Inc
New York
$5K
JWM
757
Janiczek Wealth Management
Colorado
$5K +$2.7K +12 +150%
AssetMark Inc
758
AssetMark Inc
California
$5K +$4.27K +19 New
TWM
759
Tradition Wealth Management
Minnesota
$5K +$4.49K +20 New
WT
760
Washington Trust
Rhode Island
$5K +$4.72K +21 New
PA
761
Perennial Advisors
New York
$5K +$4.94K +22 New
FHC
762
First Horizon Corporation
Tennessee
$4K -$1.57K -7 -29%
LAS
763
Lloyd Advisory Services
Georgia
$4K
AIM
764
Anchor Investment Management
South Carolina
$3.59K
KFS
765
Kelly Financial Services
Massachusetts
$3.12K +$2.92K +13 New
BFC
766
Bedel Financial Consulting
Indiana
$3K
BWM
767
BerganKDV Wealth Management
Minnesota
$3K
RWM
768
Raffa Wealth Management
District of Columbia
$2.88K
AIG
769
American International Group
New York
$2.79K +$241K +1,071 +10%
APWA
770
Atlas Private Wealth Advisors
New Jersey
$2K
BWM
771
Baystate Wealth Management
Massachusetts
$2K
MFT
772
Moisand Fitzgerald Tamayo
Florida
$2K
CB
773
CNB Bank
Pennsylvania
$2K +$1.57K +7 New
RWA
774
Ropes Wealth Advisors
Massachusetts
$2K +$1.8K +8 New
IA
775
Inspire Advisors
Idaho
$2K +$2.02K +9 New