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Name Holding Trade Value Shares
Change
Change in
Stake
IA
851
IFP Advisors
Florida
$160K +$189K +944 +236%
BWM
852
Baystate Wealth Management
Massachusetts
$158K
OIS
853
Okabena Investment Services
Minnesota
$155K
LJHT
854
Laurie J. Hall Trustee
$152K
WT
855
Washington Trust
Rhode Island
$151K -$19K -95 -11%
FF
856
FourThought Financial
Florida
$151K +$200 +1 +0.1%
AWA
857
Artemis Wealth Advisors
New York
$143K
PB
858
Pinnacle Bancorp
Nebraska
$129K +$17.8K +89 +16%
RIM
859
Rockbridge Investment Management
New York
$126K
AF
860
Allworth Financial
California
$126K +$27.6K +138 +29%
TCCM
861
Timber Creek Capital Management
Massachusetts
$121K
SAM
862
S.A. Mason
Michigan
$117K
AFG
863
Albion Financial Group
Utah
$115K +$6.81K +34 +6%
EW
864
Evoke Wealth
California
$114K -$10.4K -52 -9%
COCM
865
Charter Oak Capital Management
New Hampshire
$111K +$7.01K +35 +7%
CWC
866
Carolinas Wealth Consulting
North Carolina
$107K -$4.01K -20 -4%
GRP
867
Global Retirement Partners
California
$105K +$22.4K +112 +25%
TRCT
868
Tower Research Capital (TRC)
New York
$104K -$173K -863 -63%
CIM
869
Contravisory Investment Management
Massachusetts
$104K
TF
870
Tompkins Financial
New York
$102K
JWA
871
JFS Wealth Advisors
Pennsylvania
$102K +$11.6K +58 +13%
CHC
872
City Holding Co
West Virginia
$97K -$3.81K -19 -4%
TIM
873
Tortoise Investment Management
New York
$97K
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$95K -$10.8K -54 -10%
T
875
TCWP
Ohio
$94K +$93.2K +465 New