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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1101
Ropes Wealth Advisors
Massachusetts
$435K +$110K +624 +41%
GLA
1102
Good Life Advisors
Pennsylvania
$435K +$54.9K +312 +17%
BW
1103
Bison Wealth
Georgia
$435K +$380K +2,161 New
SRSA
1104
S.R. Schill & Associates
Washington
$432K
LFA
1105
Legacy Financial Advisors
Kentucky
$431K -$52.6K -299 -12%
TPM
1106
Triasima Portfolio Management
Quebec, Canada
$431K +$285K +1,620 New
AIM
1107
Aspen Investment Management
Michigan
$430K +$16.7K +95 +5%
NFG
1108
Nations Financial Group
Iowa
$430K -$18.3K -104 -5%
CFG
1109
Carr Financial Group
Massachusetts
$430K
GW
1110
GW & Wade
Massachusetts
$429K +$26.6K +151 +8%
CT
1111
Columbia Trust
Oregon
$428K
FAFN
1112
First Affirmative Financial Network
Colorado
$426K +$101K +575 +37%
HNWAG
1113
High Net Worth Advisory Group
Florida
$424K +$2.64K +15 +0.7%
TA
1114
TrueWealth Advisors
Alabama
$423K +$35.4K +201 +11%
OA
1115
Oxbow Advisors
Texas
$422K +$87.9K +500 +31%
SCA
1116
Sandy Cove Advisors
Massachusetts
$417K +$107K +609 +42%
SDIC
1117
South Dakota Investment Council
South Dakota
$417K -$123K -700 -25%
VCM
1118
Vigilant Capital Management
Maine
$414K
VI
1119
Versor Investments
New York
$412K -$376K -2,140 -51%
SC
1120
Steph & Co
Wisconsin
$410K +$1.58K +9 +0.4%
VCAM
1121
Van Cleef Asset Management
Ohio
$410K
CG
1122
Clarus Group
Texas
$410K +$35.9K +204 +11%
LC
1123
Lindbrook Capital
California
$408K -$1.23K -7 -0.3%
SIC
1124
Sterling Investment Counsel
New York
$408K +$87.4K +497 +32%
FNA
1125
First National Advisers
Nebraska
$405K -$39.8K -226 -10%