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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$101K +$62.6K +256 +152%
BFC
802
Bedel Financial Consulting
Indiana
$100K
HR
803
Howe & Rusling
New York
$98K -$7.09K -29 -7%
CFO
804
CVA Family Office
Colorado
$98K +$59.6K +244 +148%
CTC
805
Central Trust Company
Missouri
$94K -$1.47K -6 -2%
WTC
806
WhitTier Trust Company
Nevada
$85K
WT
807
Washington Trust
Rhode Island
$84K -$244 -1 -0.3%
SQA
808
Simon Quick Advisors
New Jersey
$84K +$2.93K +12 +3%
PCG
809
Private Capital Group
Connecticut
$84K +$8.06K +33 +10%
TFS
810
TrustCore Financial Services
Tennessee
$80K +$15.6K +64 +24%
HI
811
Harbour Investments
Wisconsin
$80K +$47.4K +194 +140%
HCP
812
Hexagon Capital Partners
Arkansas
$79K
AssetMark Inc
813
AssetMark Inc
California
$79K +$14.4K +59 +22%
SL
814
Savior LLC
Massachusetts
$75K -$8.55K -35 -10%
FHA
815
First Horizon Advisors
Tennessee
$74K +$2.93K +12 +4%
VCM
816
Versant Capital Management
Arizona
$71K -$6.35K -26 -8%
BHWM
817
Bay Harbor Wealth Management
Maryland
$70K +$244 +1 +0.3%
BG
818
Bollard Group
Massachusetts
$69K +$244 +1 +0.3%
CSPIA
819
Cary Street Partners Investment Advisory
Virginia
$67K
AAP
820
Arax Advisory Partners
Colorado
$67K +$68.9K +282 New
LC
821
Lindbrook Capital
California
$66K +$2.44K +10 +4%
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$65K
GM
823
GeoWealth Management
Illinois
$65K +$66.2K +271 New
CCA
824
Column Capital Advisors
Indiana
$62K -$6.84K -28 -10%
MA
825
Montag & Associates
Georgia
$60K