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Name Holding Trade Value Shares
Change
Change in
Stake
APP
701
Alpha Paradigm Partners
Illinois
$67K -$207K -7,268 -75%
KFS
702
Kelly Financial Services
Massachusetts
$59.8K
JWA
703
JFS Wealth Advisors
Pennsylvania
$55K +$683 +24 +1%
1832 Asset Management
704
1832 Asset Management
Ontario, Canada
$52K -$3.07K -108 -5%
CFN
705
Cordasco Financial Network
Florida
$51K
WTA
706
Washington Trust Advisors
Massachusetts
$51K +$114 +4 +0.2%
NICM
707
Neo Ivy Capital Management
New York
$51K +$53.5K +1,880 New
TWA
708
TCI Wealth Advisors
Arizona
$50K -$20.2K -708 -28%
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$47K -$12.1K -424 -20%
EBA
710
Eagle Bay Advisors
New York
$46.4K +$48.6K +1,708 New
SC
711
Solstein Capital
California
$46K
CCM
712
Covington Capital Management
California
$45K -$81K -2,844 -63%
EI
713
Ellevest Inc
New York
$45K +$47.3K +1,660 New
SOW
714
State of Wyoming
Wyoming
$43K -$129K -4,532 -74%
TFS
715
TrustCore Financial Services
Tennessee
$42K
BTI
716
Blue Trust Inc
Georgia
$41K +$36.7K +1,288 New
PTC
717
Private Trust Company
Ohio
$41K +$42.7K +1,500 New
PFBT
718
Parkside Financial Bank & Trust
Missouri
$39K +$10K +352 +33%
SSB
719
Sandy Spring Bank
Maryland
$38K +$5.69K +200 +16%
CCA
720
Column Capital Advisors
Indiana
$37K
GWS
721
Glassman Wealth Services
Virginia
$37K +$18K +632 +88%
HIA
722
Harbor Investment Advisory
Maryland
$36K
HPC
723
HM Payson & Co
Maine
$36K +$7.06K +248 +23%
HI
724
Harbour Investments
Wisconsin
$36K +$37.3K +1,312 New
Bank of Montreal
725
Bank of Montreal
Ontario, Canada
$34.2K -$1.09M -38,432 -3%