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Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$1.12K
US Bancorp
202
US Bancorp
Minnesota
$1.03K -$32.5K -10,988 -96%
CMP
203
Coston McIsaac & Partners
Maine
$1K +$9 +3 +0.7%
CG
204
Curat Global
New Hampshire
$948
EWA
205
EverSource Wealth Advisors
Alabama
$908 -$426 -144 -27%
OC
206
Optima Capital
Oregon
$789 +$974 +329 New
ETS
207
ESL Trust Services
New York
$711
EC
208
Elequin Capital
New York
$685 +$855 +289 New
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$599
KCM
210
Key Capital Management
Tennessee
$597 +$746 +252 New
CAM
211
Costello Asset Management
Pennsylvania
$593
BTI
212
Blue Trust Inc
Georgia
$514 -$737 -249 -53%
WBC
213
West Branch Capital
Massachusetts
$508
PWPS
214
Pinnacle Wealth Planning Services
Ohio
$505 +$630 +213 New
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$486 -$1.03K -348 -63%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$446 -$3.55K -1,199 -86%
KG
217
Kilter Group
New York
$444 +$553 +187 New
FHA
218
Flagship Harbor Advisors
Massachusetts
$427 +$533 +180 New
RIL
219
Rothschild Investment LLC
Illinois
$396 +$252 +85 +104%
BFS
220
Bare Financial Services
Pennsylvania
$337 -$237 -80 -36%
SAM
221
Smartleaf Asset Management
Massachusetts
$322 -$1.89K -637 -83%
BWA
222
Basecamp Wealth Advisors
Washington
$318 +$397 +134 New
CA
223
Clearstead Advisors
Ohio
$297
LI
224
LRI Investments
Florida
$280 +$252 +85 +258%
SIC
225
SJS Investment Consulting
Ohio
$278 +$3 +1 +0.9%