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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1126
First Personal Financial Services
North Carolina
$206K
GPA
1127
Garrison Point Advisors
California
$206K +$201K +1,135 New
OC
1128
Oakworth Capital
Alabama
$204K
AI
1129
Accredited Investors
Minnesota
$204K +$198K +1,123 New
JIC
1130
Joel Isaacson & Co
New York
$204K +$199K +1,125 New
WA
1131
WESPAC Advisors
California
$204K +$199K +1,126 New
ARMT
1132
Amica Retiree Medical Trust
Rhode Island
$203K
WIA
1133
Westbourne Investment Advisors
Maryland
$203K +$198K +1,120 New
RWMH
1134
Riverpoint Wealth Management Holdings
Illinois
$202K +$196K +1,111 New
ATC
1135
Adirondack Trust Company
New York
$195K -$884 -5 -0.5%
CAW
1136
Cornerstone Advisors (Washington)
Washington
$195K +$43.5K +246 +30%
SWM
1137
SeaCrest Wealth Management
New York
$189K -$38.2K -216 -17%
OFW
1138
Omnia Family Wealth
Florida
$187K -$61.9K -350 -25%
FFC
1139
First Financial Corp
Indiana
$185K
RWA
1140
Ropes Wealth Advisors
Massachusetts
$182K -$25.1K -142 -12%
CM
1141
Castleark Management
Illinois
$181K -$11.2M -63,357 -98%
Rockefeller Capital Management
1142
Rockefeller Capital Management
New York
$180K +$94.9K +537 +118%
FANJ
1143
Financial Architects (New Jersey)
New Jersey
$179K +$15K +85 +9%
TCM
1144
Tradewinds Capital Management
Washington
$176K -$884 -5 -0.5%
AOWM
1145
Alpha Omega Wealth Management
Virginia
$176K +$1.77K +10 +1%
BFC
1146
Bedel Financial Consulting
Indiana
$174K +$20.1K +114 +14%
CFGS
1147
Concourse Financial Group Securities
Alabama
$174K +$39.4K +223 +30%
CFG
1148
CKW Financial Group
Hawaii
$172K +$17.7K +100 +12%
HI
1149
Hendershot Investments
Virginia
$171K
AW
1150
Alpha Windward
Massachusetts
$165K +$3K +17 +2%