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Name Holding Trade Value Shares
Change
Change in
Stake
OP
801
ORG Partners
Indiana
$214K +$11.3K +58 +5%
PFA
802
Pathway Financial Advisors
Vermont
$214K
GWM
803
GSB Wealth Management
Connecticut
$213K +$587 +3 +0.3%
GA
804
Geller Advisors
New York
$213K +$222K +1,136 New
CTC
805
Central Trust Company
Missouri
$213K
AWM
806
Aberdeen Wealth Management
Illinois
$211K
OCPWS
807
One Charles Private Wealth Services
Massachusetts
$211K
RB
808
Rodgers Brothers
Pennsylvania
$210K
OWA
809
Opal Wealth Advisors
New York
$208K
CAM
810
Claret Asset Management
Quebec, Canada
$208K +$1.37K +7 +0.6%
SHFA
811
SS&H Financial Advisors
Michigan
$207K
MJP
812
Michael J. Puzo
$206K -$137K -700 -39%
AWCI
813
Alpine Woods Capital Investors
New York
$206K
MCM
814
Manchester Capital Management
Vermont
$206K
RCWM
815
Royal Capital Wealth Management
Indiana
$205K -$3.91K -20 -2%
LK
816
Lumbard & Kellner
New Hampshire
$204K
KWAG
817
Kiely Wealth Advisory Group
North Carolina
$204K
DP
818
Dearborn Partners
Illinois
$203K +$211K +1,081 New
FHA
819
Flagship Harbor Advisors
Massachusetts
$201K -$22.3K -114 -10%
TPCW
820
TD Private Client Wealth
New York
$191K +$112K +571 +128%
ETC
821
Exchange Traded Concepts
Oklahoma
$190K -$54.8K -280 -22%
NRG
822
Nemes Rush Group
Michigan
$190K +$45.6K +233 +30%
AT
823
Arlington Trust
Alabama
$188K
RMP
824
Richards, Merrill & Peterson
Washington
$188K +$196K +1,000 New
PCM
825
Penserra Capital Management
California
$184K +$65.3K +334 +51%