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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1151
Ropes Wealth Advisors
Massachusetts
$52K
TI
1152
Truehand Inc
New Hampshire
$52K
CBT
1153
Central Bank & Trust
Kentucky
$50K -$9.99K -50 -17%
DI
1154
Disciplined Investments
Oklahoma
$50K
MAM
1155
Marquette Asset Management
Minnesota
$50K
RFA
1156
Reilly Financial Advisors
California
$50K
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$50K +$2K +10 +4%
PFO
1158
Pathstone Family Office
New Jersey
$49K +$40K +200 +426%
TF
1159
TimeScale Financial
Massachusetts
$46K +$7.59K +38 +19%
HDIM
1160
Hanson & Doremus Investment Management
Vermont
$44K -$8.99K -45 -17%
TFO
1161
Tarbox Family Office
California
$44K
ONST
1162
Old North State Trust
North Carolina
$41K +$41K +205 New
AF
1163
Allworth Financial
California
$40K
CA
1164
Centerpoint Advisors
Massachusetts
$40K
CCM
1165
Cribstone Capital Management
Maine
$40K
CMA
1166
Cedar Mountain Advisors
Oregon
$39K -$6K -30 -13%
AP
1167
Arlington Partners
Alabama
$39K
T
1168
TOBAM
France
$39K +$39.4K +197 New
PFGIA
1169
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$19.8K -99 -35%
C
1170
Cerebellum
California
$33K -$226K -1,133 -87%
OIS
1171
Okabena Investment Services
Minnesota
$32K
SWM
1172
Sugarloaf Wealth Management
Georgia
$32K
SLF
1173
Sun Life Financial
Ontario, Canada
$30K
FWM
1174
Focused Wealth Management
New York
$30K +$200 +1 +0.7%
AA
1175
Advisory Alpha
Michigan
$30K +$30K +150 New