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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
726
Regent Peak Wealth Advisors
Georgia
$165K +$168K +403 New
FP
727
Fiduciary Planning
Florida
$164K +$416 +1 +0.3%
HPC
728
HM Payson & Co
Maine
$162K -$9.15K -22 -5%
AWM
729
Atticus Wealth Management
Florida
$161K +$1.25K +3 +0.8%
GWM
730
Geneos Wealth Management
Colorado
$157K +$173K +417 +241%
ST
731
Smithfield Trust
Pennsylvania
$153K +$7.9K +19 +5%
Carson Wealth (CWM LLC)
732
Carson Wealth (CWM LLC)
Nebraska
$144K
WTC
733
WhitTier Trust Company
Nevada
$143K
SWA
734
Sutton Wealth Advisors
Florida
$142K +$2.5K +6 +2%
M
735
Mirova
France
$136K +$52.4K +126 +61%
COCM
736
Charter Oak Capital Management
New Hampshire
$135K +$137K +329 New
VCG
737
Vantage Consulting Group
Virginia
$134K +$136K +327 New
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$132K -$1.66K -4 -1%
FFC
739
First Financial Corp
Indiana
$131K
BCA
740
Berman Capital Advisors
Georgia
$120K +$2.5K +6 +2%
CAAS
741
Capital Asset Advisory Services
Michigan
$120K +$122K +293 New
FCH
742
Freestone Capital Holdings
Washington
$115K +$39.5K +95 +51%
PCM
743
Penserra Capital Management
California
$114K +$31.2K +75 +37%
AA
744
AlphaCentric Advisors
Puerto Rico
$113K +$115K +276 New
ASN
745
Advisory Services Network
Georgia
$111K -$108K -259 -49%
LGA
746
Lebenthal Global Advisors
New York
$110K +$112K +270 New
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K
TCOV
748
Trust Company of Vermont
Vermont
$105K
IAIM
749
International Assets Investment Management
Florida
$105K +$106K +256 New
FWM
750
Focused Wealth Management
New York
$103K