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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1851
Barrett & Company
Rhode Island
$111K +$1.73K +10 +2%
CPG
1852
Cornerstone Planning Group
New Jersey
$108K +$58.2K +336 +115%
WFA
1853
West Financial Advisors
Iowa
$108K – – –
GWM
1854
Graybill Wealth Management
Illinois
$106K +$108K +624 New
LI
1855
LRI Investments
Florida
$106K – – –
JFA
1856
JNBA Financial Advisors
Minnesota
$106K +$24.2K +140 +29%
CFD
1857
Creative Financial Designs
Indiana
$103K -$1.04K -6 -1%
FFWM
1858
Future Financial Wealth Management
Ohio
$102K – – –
SHIM
1859
Stone House Investment Management
Pennsylvania
$102K +$103K +597 New
ABWM
1860
Alpine Bank Wealth Management
Colorado
$101K +$102K +590 New
TF
1861
Tompkins Financial
New York
$100K – – –
ATC
1862
Adirondack Trust Company
New York
$98.9K – – –
MFC
1863
Mechanics Financial Corp
Ohio
$98.1K – – –
SGC
1864
Slocum, Gordon & Co
Rhode Island
$97.2K – – –
PA
1865
PSI Advisors
Florida
$96.4K -$56.9K -329 -37%
HWM
1866
Hemington Wealth Management
Virginia
$96K +$14.9K +86 +18%
CT
1867
Colonial Trust
South Carolina
$95.9K -$82.9K -479 -46%
S
1868
Sachetta
Massachusetts
$95K -$19.6K -113 -17%
PW
1869
Pandora Wealth
Illinois
$94.7K +$96.1K +555 New
AT
1870
Arlington Trust
Alabama
$94.3K -$19.7K -114 -17%
RBI
1871
Raiffeisen Bank International
Austria
$94K +$95.4K +551 New
PA
1872
Pineridge Advisors
Missouri
$93.5K -$6.92K -40 -7%
VWM
1873
Valley Wealth Managers
New Jersey
$93.1K – – –
C
1874
Covestor
United Kingdom
$91K +$48.3K +279 +108%
RA
1875
RiverPark Advisors
New York
$88.7K +$3.98K +23 +5%
73 74
75
76 77