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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
626
Icon Wealth Partners
Texas
$151K +$143K +1,035 New
LJHT
627
Laurie J. Hall Trustee
$149K +$18.9K +137 +16%
WTB
628
Washington Trust Bank
Washington
$141K
MSFP
629
Mark Sheptoff Financial Planning
Connecticut
$139K -$103K -750 -44%
FCT
630
Family Capital Trust
Massachusetts
$131K
WIM
631
Westside Investment Management
California
$128K -$689 -5 -0.6%
SNT
632
Security National Trust
West Virginia
$124K
WPA
633
West Paces Advisors
Georgia
$117K -$7.58K -55 -6%
ANBT
634
American National Bank & Trust
Texas
$116K +$31.3K +227 +40%
JGIA
635
Jackson Grant Investment Advisers
Connecticut
$112K +$1.93K +14 +2%
CT
636
CPF Texas
Texas
$108K +$102K +740 New
ZB
637
Zions Bancorporation
Utah
$107K -$5.1K -37 -5%
TFS
638
TrustCore Financial Services
Tennessee
$107K +$101K +735 New
CFG
639
Citizens Financial Group
Rhode Island
$106K
BG
640
Bollard Group
Massachusetts
$105K +$1.38K +10 +1%
WA
641
Winfield Associates
Ohio
$105K +$6.2K +45 +7%
SWP
642
Strategic Wealth Partners
Ohio
$104K +$106K +767 New
YWP
643
YorkBridge Wealth Partners
New York
$102K -$32.1K -233 -24%
OIA
644
OneDigital Investment Advisors
Kansas
$100K -$16.3K -118 -15%
Schroder Investment Management Group
645
Schroder Investment Management Group
United Kingdom
$100K
BWM
646
Baystate Wealth Management
Massachusetts
$99K
AOWM
647
Alpha Omega Wealth Management
Virginia
$88K
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$87K
TCCM
649
Timber Creek Capital Management
Massachusetts
$87K
TRCT
650
Tower Research Capital (TRC)
New York
$87K +$82K +595 New