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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
901
Smithfield Trust
Pennsylvania
$67K – – –
SSG
902
Summit Securities Group
New York
$66.5K +$48.3K +1,100 +157%
CT
903
Colonial Trust
South Carolina
$65.4K -$45.3K -1,032 -37%
FC
904
Fairscale Capital
New Hampshire
$63.5K – – –
EI
905
EFG International
$63.2K +$22.5K +512 +43%
PWAM
906
Private Wealth Asset Management
Iowa
$63.1K -$24.1K -550 -24%
AAG
907
Armstrong Advisory Group
Massachusetts
$63.1K -$20.8K -475 -22%
BCWM
908
Bartlett & Co Wealth Management
Ohio
$63K – – –
NECFA
909
New England Capital Financial Advisors
Connecticut
$62.9K -$13.2K -300 -15%
CB
910
Community Bank
New York
$62.3K +$52K +1,185 +237%
SWM
911
SHP Wealth Management
Massachusetts
$61.4K +$7.9K +180 +12%
MWA
912
Medallion Wealth Advisors
Connecticut
$61K -$169K -3,862 -70%
TWM
913
Tripletail Wealth Management
Florida
$60.3K – – –
AG
914
AmeriFlex Group
Nevada
$59.8K -$8.73K -199 -11%
WBC
915
West Branch Capital
Massachusetts
$59.2K – – –
EDRH
916
Edmond de Rothschild Holding
Switzerland
$59.1K – – –
M
917
MOTCO
Texas
$58.7K +$39.4K +899 +130%
CPG
918
Cornerstone Planning Group
New Jersey
$58.7K -$834 -19 -1%
OWP
919
ORG Wealth Partners
Texas
$57.1K – – –
CT
920
Coastline Trust
Rhode Island
$56.5K – – –
WIM
921
Westside Investment Management
California
$54.6K – – –
BC
922
Barrett & Company
Rhode Island
$54.1K -$6.58K -150 -9%
DAM
923
Delta Asset Management
Tennessee
$53.9K -$50.9K -1,161 -44%
TCM
924
Triumph Capital Management
Colorado
$53.3K +$44 +1 +0.1%
GCP
925
Gill Capital Partners
Colorado
$50.8K +$21K +478 +53%
35 36
37
38 39