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Name Holding Trade Value Shares
Change
Change in
Stake
AC
626
Avestar Capital
New York
$157K +$152K +1,106 New
IWP
627
Icon Wealth Partners
Texas
$151K +$143K +1,035 New
LJHT
628
Laurie J. Hall Trustee
$149K +$18.9K +137 +16%
WTB
629
Washington Trust Bank
Washington
$141K – – –
PCG
630
Private Capital Group
Connecticut
$140K +$139K +1,011 New
MSFP
631
Mark Sheptoff Financial Planning
Connecticut
$139K -$103K -750 -44%
FCT
632
Family Capital Trust
Massachusetts
$131K – – –
WIM
633
Westside Investment Management
California
$128K -$689 -5 -0.6%
SNT
634
Security National Trust
West Virginia
$124K – – –
WPA
635
West Paces Advisors
Georgia
$117K -$7.58K -55 -6%
ANBT
636
American National Bank & Trust
Texas
$116K +$31.3K +227 +40%
JGIA
637
Jackson Grant Investment Advisers
Connecticut
$112K +$1.93K +14 +2%
CT
638
CPF Texas
Texas
$108K +$102K +740 New
ZB
639
Zions Bancorporation
Utah
$107K -$5.1K -37 -5%
TFS
640
TrustCore Financial Services
Tennessee
$107K +$101K +735 New
CFG
641
Citizens Financial Group
Rhode Island
$106K – – –
BG
642
Bollard Group
Massachusetts
$105K +$1.38K +10 +1%
WA
643
Winfield Associates
Ohio
$105K +$6.2K +45 +7%
SWP
644
Strategic Wealth Partners
Ohio
$104K +$106K +767 New
YWP
645
YorkBridge Wealth Partners
New York
$102K -$32.1K -233 -24%
OIA
646
OneDigital Investment Advisors
Kansas
$100K -$16.3K -118 -15%
Schroder Investment Management Group
647
Schroder Investment Management Group
United Kingdom
$100K – – –
BWM
648
Baystate Wealth Management
Massachusetts
$99K – – –
AOWM
649
Alpha Omega Wealth Management
Virginia
$88K – – –
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$87K – – –