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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1451
Roble Belko & Company
Pennsylvania
$92K
CT
1452
Caldwell Trust
Florida
$90.9K +$81K +370 +1,233%
DIP
1453
DT Investment Partners
Pennsylvania
$84.8K
AWM
1454
AllSquare Wealth Management
New York
$83.9K
PWAM
1455
Private Wealth Asset Management
Iowa
$83.2K -$108K -491 -57%
GSWM
1456
Golden State Wealth Management
California
$82.3K
OIAM
1457
OFI Invest Asset Management
France
$81.9K +$37.2K +170 +67%
EPIM
1458
Evelyn Partners Investment Management
$81.8K
KB
1459
Kimelman & Baird
New York
$80.7K
AC
1460
AlphaCore Capital
California
$79.4K -$5.25K -24 -6%
GEA
1461
Glen Eagle Advisors
New Jersey
$79.3K +$6.57K +30 +9%
AT
1462
Arlington Trust
Alabama
$78.6K -$133K -607 -64%
WA
1463
Whipplewood Advisors
Colorado
$78.6K -$5.91K -27 -7%
RA
1464
Rise Advisors
New York
$77.9K +$657 +3 +0.9%
AF
1465
Advisornet Financial
Minnesota
$77.7K -$5.91K -27 -7%
EPIME
1466
Evelyn Partners Investment Management (Europe)
$76.8K
CFO
1467
CVA Family Office
Colorado
$76.1K -$10.3K -47 -12%
HBW
1468
Hazlett, Burt & Watson
West Virginia
$76K -$55.2K -252 -43%
YAL
1469
Your Advocates Ltd
Texas
$75.2K
RTC
1470
Riverview Trust Company
Washington
$74.8K -$111K -505 -61%
GM
1471
GeoWealth Management
Illinois
$73.6K -$1.53K -7 -2%
AGWCA
1472
Annis Gardner Whiting Capital Advisors
Florida
$72.2K +$30K +137 +76%
AIA
1473
Aventus Investment Advisors
Florida
$69.6K +$67K +306 New
AAG
1474
Armstrong Advisory Group
Massachusetts
$68.5K -$103K -470 -61%
JEST
1475
JTC Employer Solutions Trustee
Jersey
$68K