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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1251
Stonebridge Capital Advisors
Minnesota
$79K -$234 -4 -0.3%
SCM
1252
Silvant Capital Management
Georgia
$79K – – –
GWS
1253
Glassman Wealth Services
Virginia
$78K +$5.72K +98 +8%
RFWA
1254
RPg Family Wealth Advisory
Massachusetts
$76.5K – – –
WBC
1255
West Branch Capital
Massachusetts
$76K -$11.7K -200 -13%
BCPWM
1256
Bradley & Co Private Wealth Management
Florida
$76K – – –
CHC
1257
City Holding Co
West Virginia
$76K – – –
HWA
1258
HHM Wealth Advisors
Tennessee
$75K – – –
CFO
1259
CVA Family Office
Colorado
$75K +$75.1K +1,285 New
BHWM
1260
Bay Harbor Wealth Management
Maryland
$72K +$3.74K +64 +5%
CSB
1261
City State Bank
Iowa
$72K +$72K +1,233 New
MAM
1262
McCarthy Asset Management
California
$71K – – –
OA
1263
Operose Advisors
Wisconsin
$71K +$70.9K +1,213 New
SWM
1264
Sugarloaf Wealth Management
Georgia
$69K – – –
WTA
1265
Washington Trust Advisors
Massachusetts
$67K +$66.6K +1,140 New
WAM
1266
WFA Asset Management
Wisconsin
$66.9K +$66.7K +1,141 New
BFC
1267
Bedel Financial Consulting
Indiana
$64K – – –
FPS
1268
Fieldpoint Private Securities
Connecticut
$63K +$8.3K +142 +15%
FF
1269
FourThought Financial
Florida
$62K +$23.1K +395 +60%
Larson Financial Group
1270
Larson Financial Group
Missouri
$59K -$16.6K -284 -22%
APW
1271
Acima Private Wealth
Virginia
$59K +$58.4K +1,000 New
TIM
1272
Tevis Investment Management
Texas
$59K +$58.4K +1,000 New
Washington Trust
1273
Washington Trust
Rhode Island
$57K -$38.4K -658 -40%
MHR
1274
Matthew Hamilton Rosenberg
$55K -$13.8K -237 -20%
SWM
1275
Selective Wealth Management
Virginia
$55K – – –