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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1201
Sutton Wealth Advisors
Florida
$65.3K +$1.24K +7 +2%
IDBONY
1202
Israel Discount Bank of New York
New York
$65K – – –
FC
1203
Ferris Capital
Massachusetts
$62K – – –
PCP
1204
Proficio Capital Partners
Massachusetts
$59K +$6.01K +34 +12%
WEC
1205
Winslow Evans & Crocker
Massachusetts
$58K -$15.2K -86 -22%
CHC
1206
City Holding Co
West Virginia
$58K – – –
RAM
1207
Riggs Asset Management
Pennsylvania
$55K – – –
CB
1208
Community Bank
New York
$54K – – –
MCM
1209
Manchester Capital Management
Vermont
$54K +$53K +300 New
DWM
1210
Destination Wealth Management
California
$53K +$17.5K +99 +52%
PMFA
1211
Plante Moran Financial Advisors
Michigan
$51K – – –
CAC
1212
Certified Advisory Corp
Florida
$51K +$177 +1 +0.4%
ME
1213
McIlrath & Eck
Washington
$51K +$10.8K +61 +27%
BWA
1214
Burt Wealth Advisors
Maryland
$50K – – –
CA
1215
Centerpoint Advisors
Massachusetts
$49K – – –
TFO
1216
Tarbox Family Office
California
$49K – – –
KFS
1217
Kelly Financial Services
Massachusetts
$48.3K +$47K +266 New
AWM
1218
Aevitas Wealth Management
Massachusetts
$48K -$3.18K -18 -6%
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
AJ
1220
Ashburton (Jersey)
Jersey
$47K – – –
CI
1221
CX Institutional
Indiana
$47K +$7.07K +40 +18%
SCA
1222
Stuart Chaussee & Associates
California
$47K +$46K +260 New
RFM
1223
Royal Fund Management
Florida
$45K -$40.6K -230 -48%
PWM
1224
PRW Wealth Management
Massachusetts
$45K -$10.3K -58 -19%
LWA
1225
Lenox Wealth Advisors
New York
$45K – – –
47 48
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