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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1301
Signet Financial Management
New Jersey
$48K +$50.8K +201 New
EA
1302
Edge Advisors
Georgia
$47K -$18.2K -72 -27%
HFP
1303
Holistic Financial Partners
Indiana
$46K -$17.7K -70 -27%
VNA
1304
Valley National Advisers
Pennsylvania
$46K -$2.27K -9 -4%
PCTC
1305
Perkins Coie Trust Company
Washington
$46K – – –
MSA
1306
Marino Stram & Associates
Massachusetts
$45K – – –
PFGIA
1307
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$13.7K +54 +41%
PMFA
1308
Plante Moran Financial Advisors
Michigan
$43K +$7.08K +28 +18%
MPWT
1309
MassMutual Private Wealth & Trust
Connecticut
$42.5K – – –
SIS
1310
Sound Income Strategies
Florida
$41K +$43K +170 New
WPA
1311
West Paces Advisors
Georgia
$37.5K – – –
TFS
1312
TrustCore Financial Services
Tennessee
$37K +$27.3K +108 +230%
IIC
1313
Integrated Investment Consultants
Michigan
$37K +$39.2K +155 New
Rockefeller Capital Management
1314
Rockefeller Capital Management
New York
$36K +$37.7K +149 New
BWP
1315
Baldwin Wealth Partners
Massachusetts
$34K – – –
TFO
1316
Tarbox Family Office
California
$34K – – –
BWA
1317
Burt Wealth Advisors
Maryland
$33K – – –
FA
1318
Fortis Advisors
Pennsylvania
$33K – – –
M
1319
MOTCO
Texas
$33K – – –
AIM
1320
Arcadia Investment Management
Michigan
$32K -$9.1K -36 -21%
MYIA
1321
Mount Yale Investment Advisors
Colorado
$31K +$32.6K +129 New
TC
1322
Trilogy Capital
California
$31K +$32.9K +130 New
EARNEST Partners
1323
EARNEST Partners
Georgia
$30K – – –
SHJ
1324
Sharkey, Howes & Javer
Colorado
$30K – – –
MFW
1325
Mosaic Family Wealth
Missouri
$29K – – –