Name Holding Trade Value Shares
Change
Change in
Stake
WETS
1351
Wealth Enhancement Trust Services
South Dakota
$80.9K -$247 -2 -0.3%
SWP
1352
Strategic Wealth Partners
Ohio
$80.1K -$79.6K -644 -49%
VWM
1353
Valley Wealth Managers
New Jersey
$79.2K +$49.5K +400 +148%
SL
1354
Salomon & Ludwin
Virginia
$78.9K – – –
OWA
1355
Opal Wealth Advisors
New York
$77.9K +$81.5K +659 New
WA
1356
Westfuller Advisors
New York
$77.5K +$5.44K +44 +7%
CYG
1357
Clean Yield Group
Vermont
$76.8K – – –
SMBT
1358
Southern Michigan Bank & Trust
Michigan
$74.7K +$78.2K +632 New
PWA
1359
Physician Wealth Advisors
Utah
$72.7K +$11.3K +91 +17%
RFS
1360
Richardson Financial Services
Massachusetts
$72.1K – – –
C
1361
Covestor
United Kingdom
$72K -$35.2K -285 -32%
TCA
1362
Trifecta Capital Advisors
Illinois
$70.9K – – –
CCM
1363
Chilton Capital Management
Texas
$70.3K -$9.27K -75 -11%
SIC
1364
Salem Investment Counselors
North Carolina
$69.3K +$72.5K +586 New
POIA
1365
Pin Oak Investment Advisors
Texas
$67K -$618 -5 -0.9%
BG
1366
Bellevue Group
Switzerland
$63K -$24.2K -196 -27%
CAL
1367
Capital Advisors Ltd
Ohio
$63K -$495 -4 -0.7%
CA
1368
Cache Advisors
California
$62.8K +$65.7K +531 New
ZBNA
1369
Zions Bancorporation, National Association
Utah
$62.3K -$134K -1,085 -67%
MIFH
1370
Migdal Insurance & Financial Holdings
Israel
$61.6K +$64.4K +521 New
GITFIT
1371
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$61.5K – – –
TIAA Trust, National Association
1372
TIAA Trust, National Association
North Carolina
$61K -$1.56M -12,638 -96%
APW
1373
Aventura Private Wealth
Florida
$59.7K – – –
DMIC
1374
Dixon Mitchell Investment Counsel
British Columbia, Canada
$59.1K -$5.07K -41 -8%
AAG
1375
Armstrong Advisory Group
Massachusetts
$59.1K – – –