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Name Holding Trade Value Shares
Change
Change in
Stake
WT
1026
Washington Trust
Rhode Island
$42K
JWM
1027
Jeppson Wealth Management
California
$42K +$42.4K +175 New
AIM
1028
Anchor Investment Management
South Carolina
$41.7K
EW
1029
Evoke Wealth
California
$35K -$1.21K -5 -3%
TF
1030
Tompkins Financial
New York
$35K +$8.24K +34 +30%
M
1031
MOTCO
Texas
$34K
BWA
1032
BDO Wealth Advisors
Florida
$34K +$6.3K +26 +22%
SGAM
1033
Smith Group Asset Management
Texas
$31K -$9.7K -40 -24%
BAM
1034
Bellevue Asset Management
Washington
$28K
SWA
1035
Sutton Wealth Advisors
Florida
$27.6K +$1.7K +7 +6%
BG
1036
Bollard Group
Massachusetts
$25K
CAM
1037
CenterStar Asset Management
Illinois
$25K
JWM
1038
Janiczek Wealth Management
Colorado
$25K +$23.8K +98 +1,633%
FCM
1039
Firestone Capital Management
Florida
$24K
PFSC
1040
Peoples Financial Services Corp
Pennsylvania
$24K
SNT
1041
Security National Trust
West Virginia
$24K
BCM
1042
Bourgeon Capital Management
Connecticut
$23K +$2.18K +9 +10%
MWP
1043
Meridian Wealth Partners
Pennsylvania
$23K +$23.8K +98 New
AIL
1044
AGF Investments LLC
Ontario, Canada
$22K -$169K -698 -88%
LFG
1045
LifePlan Financial Group
Ohio
$22K +$14.5K +60 +182%
BWM
1046
Baystate Wealth Management
Massachusetts
$20K +$242 +1 +1%
LS
1047
Leelyn Smith
Illinois
$19K
EWA
1048
Evolution Wealth Advisors
Florida
$18K
SIAP
1049
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
FDCDDQ
1050
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K +$7.28K +30 +77%