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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
926
Physician Wealth Advisors
Utah
$64.8K +$22.2K +96 +55%
WANY
927
Wealthspire Advisors (New York)
New York
$64.3K -$181K -783 -75%
C
928
Covestor
United Kingdom
$64K – – –
AWM
929
AllSquare Wealth Management
New York
$60.7K – – –
NFSG
930
Newbridge Financial Services Group
Florida
$59.5K -$37.7K -163 -40%
RIL
931
Rothschild Investment LLC
Illinois
$57.5K +$37.2K +161 +206%
EFMH
932
E Fund Management (HK)
Hong Kong
$53.4K +$35.1K +152 +217%
RA
933
Rise Advisors
New York
$51.5K +$1.39K +6 +3%
MAM
934
Meeder Asset Management
Ohio
$51K +$21.7K +94 +80%
NRG
935
Nemes Rush Group
Michigan
$50.3K – – –
ADL
936
Asset Dedication LLC
California
$49.8K -$4.86K -21 -9%
IAS
937
IMA Advisory Services
Colorado
$48.1K – – –
PTC
938
Private Trust Company
Ohio
$47.7K -$27.1K -117 -37%
CM
939
Capula Management
Cayman Islands
$46.7K +$8.09K +35 +22%
TWD
940
True Wealth Design
Ohio
$46.3K +$30.1K +130 +210%
CT
941
Colonial Trust
South Carolina
$46.2K -$4.39K -19 -9%
CFO
942
CVA Family Office
Colorado
$44.3K -$15.7K -68 -27%
VC
943
Vestor Capital
Illinois
$43K -$121K -522 -75%
WTC
944
WhitTier Trust Company
Nevada
$42.8K -$37.5K -162 -47%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$42.4K +$462 +2 +1%
RFP
946
Root Financial Partners
California
$40.4K +$38.8K +168 New
PCFFS
947
Pacific Center for Financial Services
California
$37.8K – – –
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$33.2K – – –
FNWA
949
Financial Network Wealth Advisors
Utah
$33K -$21.7K -94 -41%
GSWM
950
Golden State Wealth Management
California
$32.7K -$694 -3 -2%
36 37
38
39 40