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Name Holding Trade Value Shares
Change
Change in
Stake
CW
1076
Cabot-Wellington
Massachusetts
$214K
NG
1077
Northstar Group
New York
$214K
SFM
1078
Systematic Financial Management
New Jersey
$214K
CT
1079
Coastline Trust
Rhode Island
$214K +$4.38K +25 +2%
BFM
1080
Boston Financial Management
Massachusetts
$213K -$101K -575 -31%
EFS
1081
Essex Financial Services
Connecticut
$212K -$2.63K -15 -1%
CCP
1082
Corient Capital Partners
California
$212K +$227K +1,295 New
ST
1083
Smithfield Trust
Pennsylvania
$211K
KFA
1084
Kays Financial Advisory
Georgia
$210K +$1.05K +6 +0.5%
BONST
1085
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$1.45M -8,280 -87%
GFS
1086
GYL Financial Synergies
Connecticut
$209K +$5.43K +31 +2%
SVWAG
1087
Sound View Wealth Advisors Group
Georgia
$207K +$221K +1,263 New
GI
1088
Gradient Investments
Minnesota
$206K -$5.95K -34 -3%
AWMF
1089
Arbor Wealth Management (Florida)
Florida
$206K +$15.4K +88 +8%
NWP
1090
Northstar Wealth Partners
Connecticut
$205K -$29.2K -167 -12%
SSWM
1091
Sheets Smith Wealth Management
North Carolina
$204K -$1.19M -6,793 -85%
NIPH
1092
NN Investment Partners Holdings
Netherlands
$204K
SWM
1093
SeaCrest Wealth Management
New York
$204K +$35.4K +202 +19%
Verition Fund Management
1094
Verition Fund Management
Connecticut
$204K +$217K +1,240 New
FC
1095
Financial Consulate
Maryland
$203K -$3.15K -18 -1%
SFSIG
1096
San Francisco Sentry Investment Group
California
$201K -$9.1K -52 -4%
BWM
1097
BerganKDV Wealth Management
Minnesota
$201K
PFO
1098
Pathstone Family Office
New Jersey
$200K +$525 +3 +0.2%
SIM
1099
Sonora Investment Management
Arizona
$194K +$5.6K +32 +3%
CF
1100
Centaurus Financial
California
$191K +$143K +815 +234%