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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Clearstead Advisors
Ohio
$256K – – –
CFG
752
Citizens Financial Group
Rhode Island
$256K +$260K +5,102 New
GWSG
753
GPS Wealth Strategies Group
Colorado
$255K +$48.5K +950 +23%
IA
754
Insight Advisors
Pennsylvania
$254K +$258K +5,062 New
AIM
755
Anchor Investment Management
South Carolina
$253K -$3.37K -66 -1%
BIA
756
Bigelow Investment Advisors
Maine
$251K – – –
CCFCSB
757
Cape Cod Five Cents Savings Bank
Massachusetts
$251K – – –
IWM
758
IHT Wealth Management
Illinois
$248K +$25K +490 +11%
SIG
759
Sky Investment Group
Connecticut
$245K -$7.66K -150 -3%
SCA
760
Snowden Capital Advisors
New York
$244K +$248K +4,860 New
CAGAS
761
Capital Advisory Group Advisory Services
Minnesota
$244K +$34K +665 +16%
IAN
762
Integrated Advisors Network
Texas
$244K +$248K +4,856 New
WFA
763
Wade Financial Advisory
California
$243K – – –
ST
764
Smithfield Trust
Pennsylvania
$243K +$7.15K +140 +3%
AS
765
Altshuler Shaham
Israel
$242K -$441K -8,645 -64%
1WA
766
180 Wealth Advisors
Washington
$242K -$255 -5 -0.1%
CM
767
Caption Management
Oklahoma
$240K – – –
AAM
768
Arabesque Asset Management
United Kingdom
$239K -$2.4M -46,987 -91%
AIM
769
Aigen Investment Management
New York
$236K +$240K +4,699 New
MCM
770
Manchester Capital Management
Vermont
$234K -$408 -8 -0.2%
PHAM
771
Palisades Hudson Asset Management
Florida
$234K – – –
GIP
772
Greatmark Investment Partners
Georgia
$233K – – –
TAM
773
Trust Asset Management
Texas
$233K +$236K +4,632 New
WF
774
Welch & Forbes
Massachusetts
$232K -$3.83K -75 -2%
WTB
775
Washington Trust Bank
Washington
$232K +$235K +4,612 New
29 30
31
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