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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
801
Symmetry Partners
Connecticut
$735K +$84.7K +417 +14%
GRP
802
Global Retirement Partners
California
$734K +$717K +3,528 New
NAMP
803
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$727K – – –
ATIA
804
American Trust Investment Advisors
New Hampshire
$724K – – –
RWM
805
Ritholtz Wealth Management
New York
$718K +$199K +977 +41%
NW
806
NewEdge Wealth
Pennsylvania
$717K -$207K -1,021 -23%
ST
807
Spinnaker Trust
Maine
$715K – – –
RFA
808
Resurgent Financial Advisors
Georgia
$712K +$23K +113 +4%
BRWM
809
B. Riley Wealth Management
Tennessee
$709K -$51.8K -255 -7%
APA
810
American Portfolios Advisors
New York
$707K +$61.4K +302 +10%
HL
811
HeadInvest LLC
Maine
$706K -$19.3K -95 -3%
CT
812
Cambridge Trust
Massachusetts
$705K -$204K -1,002 -23%
SFO
813
Stokes Family Office
Louisiana
$699K -$2.64K -13 -0.4%
WC
814
Westhampton Capital
North Carolina
$699K – – –
FRM
815
Fox Run Management
Connecticut
$695K +$660K +3,248 New
FIM
816
Freedom Investment Management
Connecticut
$690K -$110K -541 -14%
BG
817
Bollard Group
Massachusetts
$690K +$1.63K +8 +0.2%
TSW
818
Thompson Siegel & Walmsley
Virginia
$682K -$9.14K -45 -1%
WA
819
Wealth Alliance
New York
$682K +$7.32K +36 +1%
SEC
820
Seven Eight Capital
New York
$679K +$645K +3,173 New
NPA
821
Nichols & Pratt Advisers
Massachusetts
$677K – – –
CPWA
822
Cerro Pacific Wealth Advisors
California
$674K +$22.2K +109 +4%
PPP
823
Private Portfolio Partners
New Jersey
$668K +$7.32K +36 +1%
MCM
824
Murphy Capital Management
New Jersey
$667K -$30.5K -150 -5%
WFA
825
Websterrogers Financial Advisors
South Carolina
$663K +$183K +902 +42%
31 32
33
34 35