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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
1201
Winslow Evans & Crocker
Massachusetts
$58K -$15.2K -86 -22%
CHC
1202
City Holding Co
West Virginia
$58K
RAM
1203
Riggs Asset Management
Pennsylvania
$55K
CB
1204
Community Bank
New York
$54K
MCM
1205
Manchester Capital Management
Vermont
$54K +$53K +300 New
DWM
1206
Destination Wealth Management
California
$53K +$17.5K +99 +52%
PMFA
1207
Plante Moran Financial Advisors
Michigan
$51K
CAC
1208
Certified Advisory Corp
Florida
$51K +$177 +1 +0.4%
ME
1209
McIlrath & Eck
Washington
$51K +$10.8K +61 +27%
BWA
1210
Burt Wealth Advisors
Maryland
$50K
CA
1211
Centerpoint Advisors
Massachusetts
$49K
TFO
1212
Tarbox Family Office
California
$49K
KFS
1213
Kelly Financial Services
Massachusetts
$48.3K +$47K +266 New
AWM
1214
Aevitas Wealth Management
Massachusetts
$48K -$3.18K -18 -6%
LWANC
1215
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
AJ
1216
Ashburton (Jersey)
Jersey
$47K
CI
1217
CX Institutional
Indiana
$47K +$7.07K +40 +18%
SCA
1218
Stuart Chaussee & Associates
California
$47K +$46K +260 New
RFM
1219
Royal Fund Management
Florida
$45K -$40.6K -230 -48%
PWM
1220
PRW Wealth Management
Massachusetts
$45K -$10.3K -58 -19%
LWA
1221
Lenox Wealth Advisors
New York
$45K
ST
1222
Somerset Trust
Pennsylvania
$45K +$26.2K +148 +151%
GWA
1223
Guidant Wealth Advisors
Illinois
$44K
TFS
1224
TrustCore Financial Services
Tennessee
$43K +$6.01K +34 +17%
IRC
1225
Investors Research Corp
Georgia
$42K +$40.5K +229 New