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Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1026
Silvia McColl Wealth Management
California
$278K – – –
WA
1027
Waverly Advisors
Alabama
$276K +$12.1K +41 +5%
GBT
1028
Grove Bank & Trust
Florida
$275K – – –
ESB
1029
Essex Savings Bank
Connecticut
$274K +$1.18K +4 +0.5%
MYIA
1030
Mount Yale Investment Advisors
Colorado
$273K -$1.01M -3,442 -80%
CBA
1031
Coastal Bridge Advisors
Connecticut
$273K +$14.7K +50 +6%
BST
1032
Bath Savings Trust
Maine
$268K – – –
LAM
1033
Longboard Asset Management
Arizona
$268K – – –
SSC
1034
Syverson Strege & Co
Iowa
$268K +$1.47K +5 +0.6%
B
1035
Bellecapital
Switzerland
$268K -$124K -422 -33%
FFP
1036
FourThought Financial Partners
Florida
$268K -$8.24K -28 -3%
Empower Advisory Group
1037
Empower Advisory Group
Colorado
$267K +$22.4K +76 +10%
OAS
1038
Optivise Advisory Services
Tennessee
$267K -$23.8K -81 -9%
RPC
1039
Rossmore Private Capital
Connecticut
$267K +$29.4K +100 +13%
DE
1040
Diversified Enterprises
Delaware
$265K -$1.47K -5 -0.6%
WJWM
1041
Williams Jones Wealth Management
New York
$265K – – –
SWA
1042
Sax Wealth Advisors
New Jersey
$264K +$31.2K +106 +14%
AA
1043
Alta Advisers
United Kingdom
$263K +$20.6K +70 +9%
RAS
1044
RPS Advisory Solutions
Kentucky
$263K – – –
ZBNA
1045
Zions Bancorporation, National Association
Utah
$263K +$83.3K +283 +51%
LRIA
1046
Leonard Rickey Investment Advisors
Washington
$261K +$5.88K +20 +2%
TWM
1047
Thrive Wealth Management
Pennsylvania
$260K -$23K -78 -9%
IFWM
1048
Institute for Wealth Management
Colorado
$258K – – –
GIA
1049
Gladstone Institutional Advisory
Florida
$257K -$6.47K -22 -3%
BAAM
1050
Baker Avenue Asset Management
California
$255K +$240K +816 New