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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$34.3K – – –
AA
427
Ancora Advisors
Ohio
$34K -$3.83K -60 -11%
BC
428
Bartlett & Co
Ohio
$34K – – –
SC
429
SouthState Corp
Florida
$33.3K – – –
BWP
430
Baldwin Wealth Partners
Massachusetts
$33K +$15.9K +250 +108%
EWA
431
EverSource Wealth Advisors
Alabama
$31.1K -$42K -659 -59%
RBC
432
Romano Brothers & Co
Illinois
$30.2K +$28.1K +440 New
IFAM
433
Institutional & Family Asset Management
Colorado
$29.5K – – –
HNWAG
434
High Net Worth Advisory Group
Florida
$27.4K – – –
KFI
435
Key Financial Inc
Pennsylvania
$27.2K – – –
AIM
436
Achmea Investment Management
Netherlands
$27K – – –
SWM
437
Spire Wealth Management
Virginia
$26K – – –
CWP
438
Concord Wealth Partners
Virginia
$25.7K +$24K +376 New
FCA
439
FinTrust Capital Advisors
South Carolina
$25.1K -$1.15K -18 -5%
PFSC
440
Peoples Financial Services Corp
Pennsylvania
$24.9K – – –
GWM
441
Geneos Wealth Management
Colorado
$24.9K – – –
CAS
442
Coppell Advisory Solutions
Texas
$24.3K +$22.6K +355 New
CASC
443
Coppell Advisory Solutions Corp
Texas
$24.3K +$22.6K +355 New
EIM
444
Essex Investment Management
Massachusetts
$24K -$957 -15 -4%
CA
445
CoreCap Advisors
Michigan
$23.4K +$21.8K +342 New
CT
446
Cambridge Trust
Massachusetts
$23K +$12.8K +200 +146%
SSB
447
Sandy Spring Bank
Maryland
$22.7K +$12.6K +197 +147%
MPWT
448
MassMutual Private Wealth & Trust
Connecticut
$19K -$2.04K -32 -10%
NSIM
449
North Star Investment Management
Illinois
$18.9K -$7.02K -110 -29%
AWM
450
AllSquare Wealth Management
New York
$18.6K – – –
16 17
18
19 20