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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1001
Icon Wealth Partners
Texas
$71K +$70K +5,682 New
NL
1002
NVWM LLC
Pennsylvania
$71K +$70K +5,685 New
CB
1003
CNB Bank
Pennsylvania
$70K +$69.4K +5,635 New
RWA
1004
Ropes Wealth Advisors
Massachusetts
$69K -$185 -15 -0.3%
BCI
1005
Brinker Capital Investments
Pennsylvania
$69K – – –
TF
1006
Tompkins Financial
New York
$69K +$24.7K +2,006 +57%
SIC
1007
Salem Investment Counselors
North Carolina
$69K +$36.9K +3,000 +121%
CB
1008
Community Bank
New York
$67K -$3.69K -300 -5%
RWG
1009
Regal Wealth Group
California
$64K +$542 +44 +0.9%
DMK
1010
David M. Knott
$62K – – –
PH
1011
Pinnacle Holdings
Oklahoma
$61.6K +$74 +6 +0.1%
VFA
1012
Virtus Fund Advisers
Connecticut
$61K – – –
TCM
1013
Tradewinds Capital Management
Washington
$60K +$18.9K +1,538 +47%
AFNAS
1014
American Financial Network Advisory Services
California
$59K -$63.7K -5,177 -52%
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K -$542 -44 -0.9%
NSB
1016
Norway Savings Bank
Maine
$58K – – –
SMFG
1017
Sumitomo Mitsui Financial Group
Japan
$58K +$56.6K +4,594 New
WB
1018
Webster Bank
Connecticut
$56K -$4.51K -366 -8%
AF
1019
Arrow Financial
New York
$55K – – –
SIAP
1020
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K – – –
BC
1021
Barnett & Company
Tennessee
$54K -$12.3K -1,000 -19%
LWA
1022
Lowe Wealth Advisors
Maryland
$54K +$24.1K +1,957 +82%
BRC
1023
Bell Rock Capital
Delaware
$53K -$44K -3,572 -45%
PO
1024
Private Ocean
California
$53K +$52K +4,220 New
FFG
1025
Ford Financial Group
California
$52K +$49.3K +4,000 New