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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
776
Laurie J. Hall Trustee
$49K
RFA
777
Reilly Financial Advisors
California
$49K
TFM
778
TFC Financial Management
Massachusetts
$49K
TCM
779
Tradewinds Capital Management
Washington
$49K
PWMG
780
Prestige Wealth Management Group
New Jersey
$48K +$336 +16 +0.8%
WPA
781
West Paces Advisors
Georgia
$47.8K
CI
782
CX Institutional
Indiana
$47K +$13.7K +651 +51%
HWA
783
Heritage Wealth Advisors
Virginia
$44K -$9.15K -436 -20%
CBT
784
CoreFirst Bank & Trust
Kansas
$42K +$35.8K +1,704 New
CA
785
Centerpoint Advisors
Massachusetts
$41K
RFWA
786
RPg Family Wealth Advisory
Massachusetts
$40.7K
First Manhattan
787
First Manhattan
New York
$40K -$16.7K -794 -33%
PFO
788
Pathstone Family Office
New Jersey
$40K +$33.8K +1,608 New
CFO
789
CVA Family Office
Colorado
$39K
VNA
790
Valley National Advisers
Pennsylvania
$38K +$105 +5 +0.3%
TF
791
TimeScale Financial
Massachusetts
$38K +$294 +14 +0.9%
MCM
792
Manchester Capital Management
Vermont
$38K +$1.62K +77 +5%
WT
793
Washington Trust
Rhode Island
$37K -$4.2K -200 -12%
DI
794
Disciplined Investments
Oklahoma
$37K
PCC
795
Park Circle Company
Maryland
$37K
VLKIM
796
Van Lanschot Kempen Investment Management
Netherlands
$36K -$8.44K -402 -21%
GRP
797
Global Retirement Partners
California
$35K
EG
798
Enstar Group
Bermuda
$34K
HCP
799
Hexagon Capital Partners
Arkansas
$33K -$336 -16 -1%
JFGIW
800
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K +$28K +1,336 New