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Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
901
Guardian Wealth Advisors (North Carolina)
North Carolina
$204K +$199K +4,527 New
PFA
902
Pure Financial Advisors
California
$204K +$199K +4,522 New
CA
903
Cullinan Associates
Kentucky
$203K +$198K +4,500 New
WG
904
Welch Group
Alabama
$203K +$198K +4,500 New
PCA
905
Pallas Capital Advisors
Massachusetts
$202K -$44K -1,001 -18%
MTWM
906
Masso Torrence Wealth Management
New Jersey
$202K +$197K +4,487 New
FWA
907
FSM Wealth Advisors
Ohio
$202K +$197K +4,484 New
CCA
908
Carrera Capital Advisors
Michigan
$202K +$197K +4,480 New
Financial Engines Advisors
909
Financial Engines Advisors
California
$201K +$196K +4,471 New
ICP
910
Interchange Capital Partners
Pennsylvania
$200K +$196K +4,453 New
VWWMG
911
Vermillion & White Wealth Management Group
Pennsylvania
$191K
PFSC
912
Peoples Financial Services Corp
Pennsylvania
$188K
VCM
913
Versant Capital Management
Arizona
$186K +$13.3K +302 +8%
SIS
914
Strategic Investment Solutions
Illinois
$181K -$48.5K -1,105 -22%
NB
915
NBT Bank
New York
$181K -$64K -1,458 -27%
UB
916
UMB Bank
Missouri
$179K +$28.2K +641 +19%
WT
917
Whittier Trust
California
$176K +$64.3K +1,464 +61%
GEA
918
Glen Eagle Advisors
New Jersey
$172K +$11.2K +256 +7%
C
919
Covestor
United Kingdom
$163K +$8.43K +192 +6%
WPA
920
Wealth Preservation Advisors
Tennessee
$158K
TF
921
Tompkins Financial
New York
$157K
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$157K -$21.3K -484 -12%
TCOV
923
Trust Company of Vermont
Vermont
$157K
GBT
924
Grove Bank & Trust
Florida
$157K -$2.28K -52 -1%
CG
925
Curat Global
New Hampshire
$154K