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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1201
Founders Financial Alliance
North Carolina
$201K +$143K +877 +269%
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$200K +$197K +1,211 New
SBL
1203
Sargent Bickham Lagudis
Colorado
$198K
TCOV
1204
Trust Company of Vermont
Vermont
$195K +$39.2K +241 +26%
PVH
1205
Psagot Value Holdings
Israel
$191K -$4.55K -28 -2%
MA
1206
MCF Advisors
Kentucky
$190K
FMLI
1207
Fukoku Mutual Life Insurance
Japan
$187K
EDRH
1208
Edmond de Rothschild Holding
Switzerland
$186K +$78.2K +481 +75%
TLFA
1209
True Link Financial Advisors
California
$186K +$183K +1,125 New
SWA
1210
Sutton Wealth Advisors
Florida
$184K +$4.39K +27 +2%
IAIM
1211
International Assets Investment Management
Florida
$183K +$180K +1,107 New
MCM
1212
Manchester Capital Management
Vermont
$179K +$10.1K +62 +6%
EI
1213
Ellevest Inc
New York
$178K +$41.6K +256 +31%
CI
1214
CX Institutional
Indiana
$176K -$23.1K -142 -12%
CCA
1215
Childress Capital Advisors
Texas
$176K +$173K +1,061 New
SIA
1216
Sit Investment Associates
Minnesota
$174K +$171K +1,052 New
SAS
1217
Stelac Advisory Services
New York
$171K -$5.69K -35 -3%
RMC
1218
Resources Management Corp
Connecticut
$169K +$166K +1,022 New
MIM
1219
Merrion Investment Management
New Jersey
$166K +$163K +1,000 New
PP
1220
Peconic Partners
New York
$166K +$163K +1,000 New
LCWP
1221
Legacy Capital Wealth Partners
Arkansas
$166K +$163K +1,001 New
EW
1222
Evoke Wealth
California
$164K
ONST
1223
Old North State Trust
North Carolina
$164K +$138K +850 +612%
GCM
1224
Gables Capital Management
Florida
$158K +$163 +1 +0.1%
IFAM
1225
Institutional & Family Asset Management
Colorado
$155K