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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
601
Alera Investment Advisors
Illinois
$106K -$484 -29 -0.4%
WWM
602
Willingdon Wealth Management
North Carolina
$105K -$1.38K -83 -1%
WA
603
WP Advisors
California
$103K +$109K +6,507 New
FMT
604
First Mercantile Trust
Tennessee
$101K -$35.5K -2,130 -25%
AIM
605
Anchor Investment Management
South Carolina
$96.9K +$29.2K +1,750 +40%
FHB
606
First Hawaiian Bank
Hawaii
$84K -$463K -27,778 -84%
MCM
607
Manchester Capital Management
Vermont
$83K – – –
RFA
608
Reilly Financial Advisors
California
$83K +$1.65K +99 +2%
S
609
SignatureFD
Georgia
$83K +$1.95K +117 +2%
MRCM
610
M&R Capital Management
New Jersey
$79K – – –
WAM
611
Wealthspire Advisors (Maryland)
Maryland
$77K -$1.1K -66 -1%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$77K +$81.3K +4,875 New
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$73K +$77.3K +4,636 New
DWM
614
Destination Wealth Management
California
$71K +$74.8K +4,485 New
KTC
615
Kistler-Tiffany Companies
Pennsylvania
$70K – – –
FHA
616
Flagship Harbor Advisors
Massachusetts
$70K +$8.34K +500 +13%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$69K +$27K +1,622 +93%
W
618
WealthStone
Ohio
$69K +$73K +4,380 New
CG
619
Cutler Group
California
$67K +$26.7K +1,600 +59%
PWMG
620
Prestige Wealth Management Group
New Jersey
$65K -$7.82K -469 -10%
QAM
621
QCI Asset Management
New York
$65K – – –
CB
622
CNB Bank
Pennsylvania
$64K -$16.7K -1,000 -20%
SIAP
623
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K +$33.4K +2,000 +100%
ZB
624
Zions Bancorporation
Utah
$62K +$66K +3,955 New
APA
625
American Portfolios Advisors
New York
$62K +$23.6K +1,415 +56%