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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
901
Providence Capital Advisors
North Carolina
$22K
BAM
902
Bellevue Asset Management
Washington
$21K
BBA
903
Braun-Bostich & Associates
Pennsylvania
$21K
KPW
904
Kore Private Wealth
New York
$21K +$683 +8 +3%
LWM
905
Liberty Wealth Management
California
$20K +$85 +1 +0.4%
BWA
906
BDO Wealth Advisors
Florida
$19K
TH
907
TCTC Holdings
Texas
$19K +$18.8K +220 New
IWP
908
IAG Wealth Partners
Wisconsin
$18K
CI
909
CX Institutional
Indiana
$18K +$8.97K +105 +99%
GI
910
GS Investments
Minnesota
$17.4K -$17.1K -200 -50%
BC
911
Barnett & Company
Tennessee
$17K -$1.88K -22 -10%
CCM
912
Cribstone Capital Management
Maine
$17K
IF
913
Ironwood Financial
Arizona
$17K
SWM
914
Selective Wealth Management
Virginia
$17K
SC
915
Steph & Co
Wisconsin
$17K
Bank Julius Baer & Co
916
Bank Julius Baer & Co
Switzerland
$17K +$256 +3 +2%
BFIM
917
Beese Fulmer Investment Management
Ohio
$17K +$16.6K +194 New
APWA
918
Atlas Private Wealth Advisors
New Jersey
$17K +$17.1K +200 New
WPA
919
West Paces Advisors
Georgia
$16.1K
SLF
920
Sun Life Financial
Ontario, Canada
$16K +$256 +3 +2%
EI
921
Ellevest Inc
New York
$16K +$9.82K +115 +177%
NIM
922
NuWave Investment Management
New Jersey
$16K +$15.3K +179 New
RA
923
Rational Advisors
New York
$16K +$15.3K +179 New
GWMIA
924
Global Wealth Management Investment Advisory
Florida
$15K -$13.7K -160 -48%
EWM
925
Edge Wealth Management
New York
$14K -$44.5K -521 -76%