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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
601
Wealthspire Advisors (New York)
New York
$226K -$94.4K -5,520 -32%
S
602
SignatureFD
Georgia
$225K -$22.4K -1,310 -10%
FAAS
603
First Allied Advisory Services
California
$224K +$197K +11,520 New
ST
604
Smithfield Trust
Pennsylvania
$223K +$74.9K +4,380 +62%
FPS
605
Fieldpoint Private Securities
Connecticut
$223K +$196K +11,450 New
GWS
606
Glassman Wealth Services
Virginia
$219K +$17.1K +1,000 +10%
FMT
607
First Mercantile Trust
Tennessee
$218K +$58.8K +3,440 +44%
RMA
608
Roffman Miller Associates
Pennsylvania
$214K +$188K +11,000 New
SI
609
Stephens Inc
Arkansas
$214K +$188K +11,000 New
TCOT
610
Trust Company of Toledo
Ohio
$209K +$184K +10,740 New
AIA
611
AIMZ Investment Advisors
California
$208K +$183K +10,700 New
EF
612
Empirical Finance
Pennsylvania
$205K +$180K +10,540 New
HCM
613
Howland Capital Management
Massachusetts
$205K +$180K +10,540 New
IAA
614
Independent Advisor Alliance
North Carolina
$203K +$179K +10,450 New
GBT
615
Grove Bank & Trust
Florida
$203K +$179K +10,460 New
ECM
616
Element Capital Management
New York
$201K +$177K +10,360 New
FL
617
Fort LP
Maryland
$200K -$538K -31,500 -75%
M
618
MOTCO
Texas
$198K – – –
BAM
619
Belpointe Asset Management
Nevada
$186K +$9.57K +560 +6%
SCM
620
Silvant Capital Management
Georgia
$180K – – –
SBSB
621
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K – – –
PA
622
Parallel Advisors
California
$170K +$10.1K +590 +7%
CIA
623
CSat Investment Advisory
Michigan
$162K +$1.37K +80 +1%
FQ
624
First Quadrant
California
$146K +$129K +7,520 New
CB
625
CNB Bank
Pennsylvania
$145K -$34.2K -2,000 -21%