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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
651
Raffa Wealth Management
District of Columbia
$45K +$43.4K +2,000 +1,111%
WB
652
Webster Bank
Connecticut
$44K – – –
TPCW
653
TD Private Client Wealth
New York
$43.3K -$434 -20 -0.9%
SQA
654
Simon Quick Advisors
New Jersey
$43K – – –
ACM
655
AUA Capital Management
Pennsylvania
$40K – – –
HR
656
Howe & Rusling
New York
$38K – – –
CI
657
CX Institutional
Indiana
$37K -$9.47K -436 -20%
EWM
658
Evermay Wealth Management
Virginia
$37K +$39.1K +1,800 New
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$36K +$38.2K +1,760 New
PWA
660
Pinnacle Wealth Advisors
Tennessee
$36K +$38.2K +1,760 New
CTC
661
Central Trust Company
Missouri
$35K – – –
VCM
662
Versant Capital Management
Arizona
$33K -$499 -23 -1%
CB
663
Community Bank
New York
$31K – – –
PFBT
664
Parkside Financial Bank & Trust
Missouri
$31K +$3.54K +163 +12%
LWA
665
Lenox Wealth Advisors
New York
$31K +$11.6K +535 +55%
BCWM
666
Bartlett & Co Wealth Management
Ohio
$30.3K -$15.9K -734 -33%
BC
667
Bartlett & Co
Ohio
$30K -$15.9K -734 -33%
EWM
668
Endurance Wealth Management
Rhode Island
$30K – – –
NFG
669
Next Financial Group
Texas
$29K -$478 -22 -2%
TWA
670
TCI Wealth Advisors
Arizona
$29K +$1.98K +91 +7%
SC
671
SouthState Corp
Florida
$29K +$30.3K +1,395 New
WLPWM
672
Walled Lake Planning & Wealth Management
Illinois
$28K +$195 +9 +0.7%
CAL
673
Capital Advisors Ltd
Ohio
$28K +$369 +17 +1%
Loomis, Sayles & Company
674
Loomis, Sayles & Company
Massachusetts
$27K -$20.2K -932 -42%
SCM
675
Silvant Capital Management
Georgia
$27K – – –