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Name Holding Trade Value Shares
Change
Change in
Stake
GD
901
Grandfield & Dodd
New York
$354K
FNBT
902
FineMark National Bank & Trust
Florida
$352K +$3.41K +18 +1%
TCOT
903
Trust Company of Toledo
Ohio
$351K
GW
904
GW & Wade
Massachusetts
$350K +$50.2K +265 +16%
HCM
905
Hall Capital Management
Rhode Island
$350K
LNB
906
Ledyard National Bank
$348K -$58.7K -310 -14%
PWP
907
Principle Wealth Partners
Connecticut
$348K
AIP
908
Almanack Investment Partners
Pennsylvania
$347K +$353K +1,862 New
AR
909
Apeiron RIA
Texas
$346K -$18.6K -98 -5%
SCA
910
Sippican Capital Advisors
Massachusetts
$345K
WWP
911
WR Wealth Planners
Missouri
$345K
GI
912
GAMMA Investing
California
$345K +$338K +1,782 New
APA
913
Astoria Portfolio Advisors
New York
$344K +$15K +79 +5%
CCP
914
Cassia Capital Partners
North Carolina
$344K +$31.8K +168 +10%
SWM
915
SeaCrest Wealth Management
New York
$343K +$29.9K +158 +9%
BFG
916
Bleakley Financial Group
New Jersey
$341K -$421K -2,222 -55%
SS
917
Simplicity Solutions
Minnesota
$341K -$421K -2,222 -55%
SPC
918
Sigma Planning Corp
Michigan
$340K -$263K -1,389 -43%
DT
919
Diversified Trust
Tennessee
$338K -$55.3K -292 -14%
TCM
920
Twin Capital Management
Pennsylvania
$337K
PWLP
921
Prio Wealth Limited Partnership
Massachusetts
$336K -$221K -1,167 -39%
TIA
922
Traphagen Investment Advisors
New Jersey
$336K -$65.2K -344 -16%
SAF
923
Smith Anglin Financial
Texas
$336K -$21.6K -114 -6%
SWMG
924
Sanchez Wealth Management Group
Florida
$335K
IAN
925
Integrated Advisors Network
Texas
$334K +$11.4K +60 +3%