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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
851
Kore Private Wealth
New York
$65K
RIG
852
Roosevelt Investment Group
New York
$65K
FHB
853
First Hawaiian Bank
Hawaii
$65K +$1.88K +339 +3%
FCA
854
FinTrust Capital Advisors
South Carolina
$65K +$7.75K +1,400 +15%
EAM
855
Evanson Asset Management
California
$65K +$59.2K +10,687 New
RWB
856
RMR Wealth Builders
New Jersey
$65K +$59.8K +10,800 New
WMA
857
Wealth Management Associates
New Jersey
$64.1K -$17K -3,071 -23%
BFIM
858
Beese Fulmer Investment Management
Ohio
$64K -$548 -99 -0.9%
GC
859
Grimes & Company
Massachusetts
$64K
LW
860
Linscomb Wealth
Texas
$63K -$13.8K -2,500 -20%
LIA
861
LBMC Investment Advisors
Tennessee
$63K -$3.95K -713 -6%
EM
862
Excalibur Management
Massachusetts
$63K +$1.25K +225 +2%
FFA
863
First Foundation Advisors
California
$62K -$6.37K -1,151 -10%
SRC
864
Shufro Rose & Co
New York
$62K
AWS
865
AJ Wealth Strategies
New York
$62K +$56.3K +10,162 New
MFW
866
Meristem Family Wealth
Minnesota
$61K -$14.5K -2,621 -21%
PPSG
867
Princeton Portfolio Strategies Group
New Jersey
$61K
PCA
868
Personal Capital Advisors
California
$61K +$55.7K +10,061 New
TPCW
869
TD Private Client Wealth
New York
$59.5K +$17 +3 +0%
RMC
870
Resources Management Corp
Connecticut
$59K -$117K -21,150 -69%
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$47.9K -8,645 -47%
ADL
872
Asset Dedication LLC
California
$59K +$44.5K +8,042 +451%
TWA
873
TCI Wealth Advisors
Arizona
$58K -$6.38K -1,152 -11%
AF
874
Arrow Financial
New York
$57K
CFG
875
CKW Financial Group
Hawaii
$57K