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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$63K -$233K -2,481 -79%
RTC
402
Riverview Trust Company
Washington
$60.4K
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$51.8K
SWM
404
Spire Wealth Management
Virginia
$51.2K -$1.6K -17 -3%
GM
405
GeoWealth Management
Illinois
$51K -$30.3K -322 -39%
WT
406
Washington Trust
Rhode Island
$49.4K
Simplex Trading
407
Simplex Trading
Illinois
$48K +$20.4K +217 +80%
TFA
408
Toth Financial Advisory
Virginia
$30.1K
VAG
409
VisionPoint Advisory Group
Texas
$28K +$26.6K +283 New
TCA
410
Trifecta Capital Advisors
Illinois
$27.2K
TSW
411
Thompson Siegel & Walmsley
Virginia
$26K
WTG
412
West Tower Group
Virginia
$23K +$21.9K +233 New
ST
413
Smithfield Trust
Pennsylvania
$22K
BIA
414
Bell Investment Advisors
California
$20.9K -$753 -8 -4%
TIM
415
Tortoise Investment Management
New York
$20.3K
CAL
416
Capital Analysts LLC
Pennsylvania
$20K
GWS
417
Glassman Wealth Services
Virginia
$19.3K +$18.3K +195 New
AF
418
Advisornet Financial
Minnesota
$18.9K -$753 -8 -4%
PTC
419
Private Trust Company
Ohio
$18.4K -$8.56K -91 -33%
GRP
420
Global Retirement Partners
California
$17.5K +$9.31K +99 +127%
EARNEST Partners
421
EARNEST Partners
Georgia
$16.4K
FFC
422
First Financial Corp
Indiana
$16.4K
QL
423
Quarry LP
New York
$15.6K +$14.9K +158 New
HI
424
Harbour Investments
Wisconsin
$14.8K -$2.54K -27 -15%
LFG
425
Larson Financial Group
Missouri
$14K