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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
EverSource Wealth Advisors
Alabama
$78K +$59.1K +560 +331%
CCM
552
Covington Capital Management
California
$76K +$73.8K +700 +10,000%
Fifth Third Bancorp
553
Fifth Third Bancorp
Ohio
$72K -$5.91K -56 -8%
PFPT
554
Pinnacle Financial Partners (Tennessee)
Tennessee
$68K – – –
FWM
555
Focused Wealth Management
New York
$68K +$63.3K +600 +1,875%
CCM
556
Cribstone Capital Management
Maine
$67K – – –
OIA
557
Optimum Investment Advisors
Illinois
$67K +$4.43K +42 +7%
GRP
558
Global Retirement Partners
California
$57K – – –
HWM
559
HighMark Wealth Management
Minnesota
$56K – – –
GI
560
Gradient Investments
Minnesota
$55K -$43.7K -414 -45%
MSFP
561
Mark Sheptoff Financial Planning
Connecticut
$55K +$31.6K +300 +143%
AIM
562
Anchor Investment Management
South Carolina
$54.1K – – –
BEI
563
Benjamin Edwards Inc
Missouri
$52K -$42.4K -402 -46%
JFGIW
564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K -$527 -5 -1%
Bessemer Group
565
Bessemer Group
New Jersey
$50K -$11.8K -112 -20%
GWS
566
Glassman Wealth Services
Virginia
$50K +$6.43K +61 +15%
CTC
567
Central Trust Company
Missouri
$49K -$211 -2 -0.4%
FFA
568
Fairfield Financial Advisors
Massachusetts
$48.8K -$9.28K -88 -16%
PTC
569
Private Trust Company
Ohio
$47K +$45.9K +435 New
OPW
570
Oxler Private Wealth
New York
$43.3K +$42.3K +401 New
KA
571
Kozak & Associates
Colorado
$43K – – –
AF
572
Advisornet Financial
Minnesota
$41K +$3.59K +34 +10%
NICM
573
Neo Ivy Capital Management
New York
$39K +$14K +133 +57%
TWA
574
TCI Wealth Advisors
Arizona
$36K -$31.8K -302 -47%
JWA
575
JFS Wealth Advisors
Pennsylvania
$36K +$4.01K +38 +13%