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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
651
Citizens Financial Group
Rhode Island
$104K – – –
BG
652
Bollard Group
Massachusetts
$104K +$1K +7 +1%
PCIA
653
Prime Capital Investment Advisors
Kansas
$103K +$81.6K +570 +401%
IWP
654
Icon Wealth Partners
Texas
$102K -$23.5K -164 -19%
YWP
655
YorkBridge Wealth Partners
New York
$102K -$6.73K -47 -6%
SFFS
656
Stonehage Fleming Financial Services
Jersey
$102K +$50.8K +355 +100%
WT
657
Washington Trust
Rhode Island
$102K +$101K +708 New
BWM
658
Baystate Wealth Management
Massachusetts
$99K – – –
SWP
659
Strategic Wealth Partners
Ohio
$98K – – –
AOWM
660
Alpha Omega Wealth Management
Virginia
$94K – – –
WPA
661
West Paces Advisors
Georgia
$93.6K – – –
DBT
662
Dubuque Bank & Trust
Iowa
$91K +$5.73K +40 +7%
TCCM
663
Timber Creek Capital Management
Massachusetts
$86K – – –
GRP
664
Global Retirement Partners
California
$82K -$2.29K -16 -3%
RWA
665
River Wealth Advisors
Pennsylvania
$81K +$80.6K +563 New
CAL
666
Capital Advisors Ltd
Ohio
$77K – – –
CHC
667
City Holding Co
West Virginia
$74K – – –
PFA
668
Pathway Financial Advisors
Vermont
$73K – – –
FRA
669
Front Row Advisors
California
$71K +$4.01K +28 +6%
LF
670
Lee Financial
Texas
$68K – – –
LIA
671
LS Investment Advisors
Michigan
$68K – – –
AIM
672
Advantage Investment Management
Iowa
$65K – – –
AF
673
Allworth Financial
California
$63K +$2K +14 +3%
SHJ
674
Sharkey, Howes & Javer
Colorado
$61K – – –
FC
675
Ferris Capital
Massachusetts
$58K – – –