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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
826
GHP Investment Advisors
Colorado
$139K
BWM
827
Baystate Wealth Management
Massachusetts
$136K +$190 +1 +0.1%
CI
828
CX Institutional
Indiana
$133K +$145K +764 New
CWC
829
Carolinas Wealth Consulting
North Carolina
$132K +$7.11M +37,371 +7,159%
WT
830
Washington Trust
Rhode Island
$128K -$951 -5 -0.7%
FF
831
FourThought Financial
Florida
$124K -$10.5K -55 -7%
AWA
832
Artemis Wealth Advisors
New York
$123K
PB
833
Pinnacle Bancorp
Nebraska
$113K +$2.28K +12 +2%
ST
834
Smithfield Trust
Pennsylvania
$113K +$55K +289 +81%
RIM
835
Rockbridge Investment Management
New York
$107K
LJHT
836
Laurie J. Hall Trustee
$104K -$28.5K -150 -20%
TCCM
837
Timber Creek Capital Management
Massachusetts
$104K
SAM
838
S.A. Mason
Michigan
$100K
GRP
839
Global Retirement Partners
California
$100K +$1.14K +6 +1%
TIM
840
Tortoise Investment Management
New York
$91K +$8.37K +44 +9%
CS
841
Credit Suisse
Switzerland
$91K +$98.9K +520 New
COCM
842
Charter Oak Capital Management
New Hampshire
$89K -$6.47K -34 -6%
CIM
843
Contravisory Investment Management
Massachusetts
$89K -$190 -1 -0.2%
PCG
844
Private Capital Group
Connecticut
$87K -$131K -687 -58%
TF
845
Tompkins Financial
New York
$87K
CHC
846
City Holding Co
West Virginia
$83K
AssetMark Inc
847
AssetMark Inc
California
$80K -$117K -617 -57%
AAP
848
Arax Advisory Partners
Colorado
$79K +$29.1K +153 +51%
LF
849
Lee Financial
Texas
$78K
JWA
850
JFS Wealth Advisors
Pennsylvania
$75K -$12.7K -67 -13%