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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1001
Alpha Omega Wealth Management
Virginia
$123K -$4.79K -15 -4%
FTI
1002
Fiduciary Trust International
Massachusetts
$123K +$131K +410 New
BWP
1003
Baldwin Wealth Partners
Massachusetts
$120K -$45.3K -142 -26%
CAC
1004
Certified Advisory Corp
Florida
$120K – – –
TSW
1005
Thompson Siegel & Walmsley
Virginia
$119K – – –
NFG
1006
Next Financial Group
Texas
$117K +$3.83K +12 +3%
SFSIG
1007
San Francisco Sentry Investment Group
California
$116K -$25.5K -80 -17%
JA
1008
JOYN Advisors
Georgia
$116K -$20.1K -63 -14%
SFG
1009
SevenBridge Financial Group
Pennsylvania
$107K – – –
PCTC
1010
Perkins Coie Trust Company
Washington
$105K – – –
CAM
1011
Columbia Asset Management
Michigan
$101K -$39.9K -125 -27%
HI
1012
Human Investing
Oregon
$101K +$107K +335 New
ESB
1013
Essex Savings Bank
Connecticut
$98K +$104K +325 New
ED
1014
Exane Derivatives
France
$92.7K +$43.1K +135 +78%
AIC
1015
Archer Investment Corporation
Indiana
$90K +$95.7K +300 New
PMFA
1016
Plante Moran Financial Advisors
Michigan
$89K -$20.7K -65 -18%
FCA
1017
FinTrust Capital Advisors
South Carolina
$87K +$91.9K +288 New
DWM
1018
Destination Wealth Management
California
$86K -$1.28K -4 -1%
SIM
1019
Sonora Investment Management
Arizona
$85K +$60.3K +189 +203%
CHC
1020
City Holding Co
West Virginia
$83K – – –
Carson Wealth (CWM LLC)
1021
Carson Wealth (CWM LLC)
Nebraska
$83K +$46.6K +146 +112%
CA
1022
Claro Advisors
Massachusetts
$80K +$72.4K +227 New
QAM
1023
QCI Asset Management
New York
$79K – – –
MFW
1024
Mosaic Family Wealth
Missouri
$79K +$13.7K +43 +20%
MIHAS
1025
Maj Invest Holding A/S
Denmark
$75K – – –