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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
626
Global Retirement Partners
California
$138K -$2.51K -50 -2%
FHA
627
Flagship Harbor Advisors
Massachusetts
$137K +$29.8K +593 +28%
HPC
628
HM Payson & Co
Maine
$137K +$137K +2,734 New
PCG
629
Private Capital Group
Connecticut
$135K -$2.66K -53 -2%
BWL
630
Bogart Wealth LLC
Virginia
$134K -$7.08K -141 -5%
CYG
631
Clean Yield Group
Vermont
$134K – – –
RWA
632
Ropes Wealth Advisors
Massachusetts
$134K – – –
PA
633
Parallel Advisors
California
$131K -$27.4K -546 -17%
SFG
634
SevenBridge Financial Group
Pennsylvania
$130K +$26.5K +528 +26%
WHG
635
Westwood Holdings Group
Texas
$125K +$125K +2,497 New
TC
636
Truvestments Capital
Florida
$124K -$36.6K -729 -23%
BEAM
637
Baker Ellis Asset Management
Washington
$120K – – –
FNBOSM
638
First National Bank of South Miami
Florida
$117K -$46.1K -918 -29%
BCWM
639
Bartlett & Co Wealth Management
Ohio
$117K – – –
BC
640
Bartlett & Co
Ohio
$116K – – –
CAC
641
Certified Advisory Corp
Florida
$115K -$16K -319 -12%
OIA
642
Optimum Investment Advisors
Illinois
$110K +$151 +3 +0.1%
ECM
643
Estabrook Capital Management
New York
$108K – – –
CFG
644
CKW Financial Group
Hawaii
$108K – – –
DSC
645
Duncker Streett & Co
Missouri
$106K +$351 +7 +0.3%
JCM
646
Jacobi Capital Management
Pennsylvania
$105K +$10.3K +206 +11%
RE
647
RBC Europe
United Kingdom
$102K – – –
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$102K – – –
VCM
649
Vigilant Capital Management
Maine
$100K -$481K -9,578 -83%
LWM
650
Liberty Wealth Management
California
$98K +$1.3K +26 +1%