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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
901
Trust Company of Vermont
Vermont
$73.2K +$86.9K +1,980 New
VNA
902
Valley National Advisers
Pennsylvania
$70.4K +$5.79K +132 +7%
TAP
903
Tounjian Advisory Partners
Florida
$69.3K +$82.3K +1,875 New
OCWP
904
Owl Creek Wealth Partners
Colorado
$68.8K – – –
GBT
905
Grove Bank & Trust
Florida
$67.2K – – –
ST
906
Smithfield Trust
Pennsylvania
$67K – – –
SSG
907
Summit Securities Group
New York
$66.5K +$48.3K +1,100 +157%
CT
908
Colonial Trust
South Carolina
$65.4K -$45.3K -1,032 -37%
FC
909
Fairscale Capital
New Hampshire
$63.5K – – –
EI
910
EFG International
$63.2K +$22.5K +512 +43%
PWAM
911
Private Wealth Asset Management
Iowa
$63.1K -$24.1K -550 -24%
AAG
912
Armstrong Advisory Group
Massachusetts
$63.1K -$20.8K -475 -22%
BCWM
913
Bartlett & Co Wealth Management
Ohio
$63K – – –
NECFA
914
New England Capital Financial Advisors
Connecticut
$62.9K -$13.2K -300 -15%
CB
915
Community Bank
New York
$62.3K +$52K +1,185 +237%
SWM
916
SHP Wealth Management
Massachusetts
$61.4K +$7.9K +180 +12%
MWA
917
Medallion Wealth Advisors
Connecticut
$61K -$169K -3,862 -70%
TWM
918
Tripletail Wealth Management
Florida
$60.3K – – –
AG
919
AmeriFlex Group
Nevada
$59.8K -$8.73K -199 -11%
WBC
920
West Branch Capital
Massachusetts
$59.2K – – –
EDRH
921
Edmond de Rothschild Holding
Switzerland
$59.1K – – –
M
922
MOTCO
Texas
$58.7K +$39.4K +899 +130%
CPG
923
Cornerstone Planning Group
New Jersey
$58.7K -$834 -19 -1%
OWP
924
ORG Wealth Partners
Texas
$57.1K – – –
CT
925
Coastline Trust
Rhode Island
$56.5K – – –
35 36
37
38 39