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Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
626
Pinnacle Financial Partners (Tennessee)
Tennessee
$40.1K – – –
BF
627
BOK Financial
Oklahoma
$37.7K -$37.5K -93 -50%
WTA
628
Washington Trust Advisors
Massachusetts
$36.9K – – –
DIP
629
DT Investment Partners
Pennsylvania
$34.7K – – –
BWP
630
Baldwin Wealth Partners
Massachusetts
$34.1K – – –
PTC
631
Private Trust Company
Ohio
$33.7K -$403 -1 -1%
EBA
632
Eagle Bay Advisors
New York
$32.9K – – –
BWL
633
Bogart Wealth LLC
Virginia
$32.5K – – –
GRP
634
Global Retirement Partners
California
$32.1K +$403 +1 +1%
TSWM
635
Tyler-Stone Wealth Management
Ohio
$32K +$32.7K +81 New
KI
636
Kapitalo Investimentos
Brazil
$31.7K +$31.9K +79 New
CSPIA
637
Cary Street Partners Investment Advisory
Virginia
$31.3K -$10.5K -26 -25%
FCAG
638
First Capital Advisors Group
New Jersey
$30.4K +$30.7K +76 New
HFM
639
Hartford Financial Management
Connecticut
$30K – – –
BTI
640
Blue Trust Inc
Georgia
$30K -$27K -67 -48%
M
641
MOTCO
Texas
$28K +$1.21K +3 +4%
QC
642
Quent Capital
New York
$26.6K – – –
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$26.4K +$4.84K +12 +22%
GWS
644
Glassman Wealth Services
Virginia
$26K -$14.1K -35 -35%
OAJ
645
Ogorek Anthony Joseph
New York
$26K – – –
C
646
Covestor
United Kingdom
$26K +$11.7K +29 +83%
MHR
647
Matthew Hamilton Rosenberg
$25.5K – – –
ST
648
Smithfield Trust
Pennsylvania
$25K – – –
AF
649
Advisornet Financial
Minnesota
$24.4K -$1.21K -3 -5%
CWM
650
CarsonAllaria Wealth Management
Illinois
$24.1K – – –
24 25
26
27 28