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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1576
PFS Partners
New Jersey
$123K
USB
1577
Union Savings Bank
Connecticut
$122K +$111K +422 New
PMAM
1578
Picton Mahoney Asset Management
Ontario, Canada
$121K -$151K -575 -58%
E
1579
Entelevest
Florida
$120K +$109K +415 New
ACA
1580
Atlas Capital Advisors
Wyoming
$119K +$108K +413 New
NRG
1581
Nemes Rush Group
Michigan
$118K -$3.68K -14 -3%
WSC
1582
Wellington Shields & Co
New York
$116K -$52.5K -200 -33%
CT
1583
Caldwell Trust
Florida
$116K
BWA
1584
Basecamp Wealth Advisors
Washington
$115K +$105K +399 New
AWA
1585
Acumen Wealth Advisors
Tennessee
$112K +$101K +385 New
DIP
1586
DT Investment Partners
Pennsylvania
$108K
KFA
1587
Kelleher Financial Advisors
New York
$105K
LWCFA
1588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$105K
LWANC
1589
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K +$94.8K +361 New
GSWM
1590
Golden State Wealth Management
California
$104K
EPIM
1591
Evelyn Partners Investment Management
$104K
KB
1592
Kimelman & Baird
New York
$103K
SGK
1593
Steigerwald Gordon & Koch
Virginia
$101K -$1.58K -6 -2%
GEA
1594
Glen Eagle Advisors
New Jersey
$101K
DJSG
1595
D.J. St. Germain
Massachusetts
$101K -$10.8K -41 -11%
EPIME
1596
Evelyn Partners Investment Management (Europe)
$97.6K
YAL
1597
Your Advocates Ltd
Texas
$95.6K
AWM
1598
Activest Wealth Management
Florida
$95K +$54.9K +209 +174%
CFD
1599
Creative Financial Designs
Indiana
$91.7K
BW
1600
Bravera Wealth
North Dakota
$91.6K +$83.3K +317 New