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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1926
Washington Trust Bank
Washington
$626K -$290K -983 -33%
FTC
1927
Farmers Trust Company
Ohio
$625K -$25.1K -85 -4%
AWF
1928
Alpha Wealth Funds
Utah
$625K +$295 +1 +0%
RWM
1929
Riverbend Wealth Management
South Carolina
$623K +$65.3K +221 +12%
UAML
1930
US Asset Management LLC
Pennsylvania
$621K -$3.25K -11 -0.5%
SPL
1931
Smart Portfolios LLC
Washington
$620K
BFS
1932
Burkett Financial Services
South Carolina
$619K -$1.48K -5 -0.3%
FNC
1933
First National Corp
Massachusetts
$618K -$63.5K -215 -10%
EW
1934
Elyxium Wealth
California
$618K +$586K +1,983 New
3F
1935
360 Financial
Minnesota
$617K +$3.25K +11 +0.6%
GB
1936
Goepper Burkhardt
South Carolina
$616K +$591 +2 +0.1%
CFS
1937
Commonwealth Financial Services
West Virginia
$615K +$34.3K +116 +6%
HWA
1938
Heritage Wealth Advisors
Virginia
$615K -$340K -1,150 -37%
GM
1939
GeoWealth Management
Illinois
$611K -$242K -821 -30%
ITIM
1940
Indiana Trust & Investment Management
Indiana
$611K
CG
1941
Corundum Group
Colorado
$607K -$605K -2,048 -51%
IA
1942
Insight Advisors
Pennsylvania
$606K -$5.32K -18 -0.9%
RF
1943
Roxbury Financial
New Jersey
$606K -$16.2K -55 -3%
LWMM
1944
Legacy Wealth Management (Mississippi)
Mississippi
$603K
GSWM
1945
Golden State Wealth Management
California
$602K +$29.8K +101 +6%
DDC
1946
DF Dent & Co
Maryland
$602K
BHPW
1947
Beverly Hills Private Wealth
California
$602K +$13K +44 +2%
PPC
1948
Park Place Capital
Alabama
$601K +$1.18K +4 +0.2%
RIM
1949
RW Investment Management
Idaho
$600K -$35.4K -120 -6%
WI
1950
Westbourne Investments
Virginia
$600K +$29.5K +100 +5%