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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
726
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K -$47.6K -375 -20%
FMTCOCP
727
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$188K – – –
CIAS
728
Capital Investment Advisory Services
North Carolina
$187K -$10.2K -80 -6%
AIM
729
Advantage Investment Management
Iowa
$185K – – –
CFA
730
Carroll Financial Associates
North Carolina
$182K – – –
PCM
731
Prelude Capital Management
New York
$182K +$173K +1,358 New
JWA
732
JFS Wealth Advisors
Pennsylvania
$179K +$8K +63 +5%
CFGS
733
Concourse Financial Group Securities
Alabama
$177K +$6.22K +49 +4%
TL
734
TrueWealth LLC
Georgia
$176K – – –
IBOK
735
Independence Bank of Kentucky
Kentucky
$172K -$119K -940 -42%
RCAG
736
Rehmann Capital Advisory Group
Michigan
$163K -$3.05K -24 -2%
AF
737
Arrow Financial
New York
$161K – – –
CL
738
CSS LLC
Illinois
$161K +$152K +1,200 New
FHA
739
First Horizon Advisors
Tennessee
$158K -$254 -2 -0.2%
OIA
740
OneDigital Investment Advisors
Kansas
$156K – – –
PCG
741
Private Capital Group
Connecticut
$145K +$10.3K +81 +5%
HFM
742
Harvest Fund Management
China
$144K +$84.9K +668 +164%
ARMT
743
Amica Retiree Medical Trust
Rhode Island
$139K – – –
FWM
744
Focused Wealth Management
New York
$134K – – –
FNB
745
Farmers National Bank
Kentucky
$132K -$77.6K -611 -38%
BAM
746
Belpointe Asset Management
Nevada
$131K +$125K +980 New
SFG
747
Sage Financial Group
Pennsylvania
$129K – – –
TF
748
TimeScale Financial
Massachusetts
$129K +$122K +959 New
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K – – –
APA
750
American Portfolios Advisors
New York
$127K +$54.6K +430 +83%