Name Holding Trade Value Shares
Change
Change in
Stake
WTB
901
Washington Trust Bank
Washington
$215K +$202K +1,114 New
VC
902
Vicus Capital
Pennsylvania
$214K +$195K +1,076 New
RCAG
903
Rehmann Capital Advisory Group
Michigan
$214K +$200K +1,103 New
CYG
904
Clean Yield Group
Vermont
$213K – – –
FMTCOCP
905
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$213K – – –
AWMG
906
Alliance Wealth Management Group
New Jersey
$213K +$199K +1,100 New
IAN
907
Integrated Advisors Network
Texas
$213K +$199K +1,100 New
TCM
908
Towercrest Capital Management
Pennsylvania
$213K +$199K +1,100 New
DJSG
909
D.J. St. Germain
Massachusetts
$212K +$198K +1,095 New
WAL
910
W Advisors LLC
Tennessee
$212K +$198K +1,096 New
CL
911
CPWM LLC
Washington
$211K – – –
VCAM
912
Van Cleef Asset Management
Ohio
$211K +$197K +1,090 New
FCH
913
Freestone Capital Holdings
Washington
$209K +$196K +1,082 New
RCM
914
Radnor Capital Management
Pennsylvania
$208K +$195K +1,077 New
BCCM
915
Bridge Creek Capital Management
Massachusetts
$205K +$192K +1,060 New
EIA
916
Edgemoor Investment Advisors
Maryland
$203K +$190K +1,050 New
GC
917
Grace Capital
Massachusetts
$203K +$190K +1,050 New
SWK
918
Stephen W. Kidder
$203K +$190K +1,050 New
YIA
919
YHB Investment Advisors
Connecticut
$203K +$190K +1,050 New
NMG
920
New Millennium Group
Utah
$203K +$190K +1,051 New
BAM
921
Belpointe Asset Management
Nevada
$202K +$4.53K +25 +2%
CCA
922
Checchi Capital Advisers
California
$202K +$189K +1,045 New
RFG
923
Range Financial Group
Oregon
$202K +$189K +1,045 New
AF
924
Allworth Financial
California
$201K +$724 +4 +0.4%
MUMSS
925
Mitsubishi UFJ Morgan Stanley Securities
Japan
$200K +$169K +934 +934%