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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1601
Crews Bank & Trust
Florida
$197K +$222K +9,846 New
AWM
1602
AllSquare Wealth Management
New York
$196K +$46.7K +2,070 +27%
EPIM
1603
Evelyn Partners Investment Management
$196K +$220K +9,760 New
WTA
1604
Washington Trust Advisors
Massachusetts
$191K -$56.9K -2,526 -21%
AAP
1605
Arax Advisory Partners
Colorado
$189K -$8.16K -362 -4%
TIM
1606
Thompson Investment Management
Wisconsin
$188K
SWA
1607
SOA Wealth Advisors
New York
$187K +$5.59K +248 +3%
FFWM
1608
Future Financial Wealth Management
Ohio
$183K -$106K -4,700 -34%
HWA
1609
HHM Wealth Advisors
Tennessee
$183K +$31.7K +1,406 +18%
BIG
1610
Brooklyn Investment Group
New York
$181K +$48.4K +2,148 +31%
CA
1611
Continuum Advisory
Idaho
$181K +$3.38K +150 +2%
FFC
1612
First Financial Corp
Indiana
$181K -$58.1K -2,577 -22%
VWM
1613
Venturi Wealth Management
Texas
$177K +$170K +7,540 +589%
MPWT
1614
MassMutual Private Wealth & Trust
Connecticut
$177K +$902 +40 +0.5%
BSB
1615
Bangor Savings Bank
Maine
$176K -$41.4K -1,836 -17%
KC
1616
Knuff & Co
California
$170K -$56.1K -2,489 -23%
CI
1617
Cordant Inc
Oregon
$169K
CYG
1618
Clean Yield Group
Vermont
$166K -$4.51K -200 -2%
WIM
1619
Westside Investment Management
California
$166K -$47.7K -2,115 -20%
HWA
1620
Heritage Wealth Advisors
Virginia
$165K
CT
1621
Colonial Trust
South Carolina
$165K -$7.42K -329 -4%
SC
1622
Stance Capital
Massachusetts
$163K +$184K +8,147 New
PAM
1623
Paradigm Asset Management
New York
$162K +$115K +5,100 +170%
FCT
1624
First Community Trust
Iowa
$158K
PMFA
1625
Plante Moran Financial Advisors
Michigan
$158K -$31.2K -1,386 -15%