Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1326
JFS Wealth Advisors
Pennsylvania
$61K +$19.5K +63 +50%
PGAM
1327
Princeton Global Asset Management
New Jersey
$61K +$23.2K +75 +65%
CHC
1328
City Holding Co
West Virginia
$60K – – –
HR
1329
Howe & Rusling
New York
$58K +$18.9K +61 +50%
OA
1330
Operose Advisors
Wisconsin
$57K – – –
BWA
1331
BDO Wealth Advisors
Florida
$56K -$11.7K -38 -18%
JGIA
1332
Jackson Grant Investment Advisers
Connecticut
$54K – – –
CB
1333
Community Bank
New York
$53K – – –
CM
1334
Cornerstone Management
Georgia
$51.7K – – –
SWA
1335
Sutton Wealth Advisors
Florida
$50.6K +$10.5K +34 +27%
HFM
1336
Harvest Fund Management
China
$50K – – –
TWM
1337
Tradition Wealth Management
Minnesota
$44K -$309 -1 -0.7%
SIAP
1338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
DGAM
1339
Desjardins Global Asset Management
Quebec, Canada
$42K +$12.7K +41 +45%
RA
1340
Rational Advisors
New York
$39K +$14.8K +48 +64%
BAM
1341
Bellevue Asset Management
Washington
$38K – – –
JSAM
1342
J. Safra Asset Management
New York
$38K – – –
TIM
1343
Tortoise Investment Management
New York
$38K – – –
PMFA
1344
Plante Moran Financial Advisors
Michigan
$35K -$19.2K -62 -36%
BG
1345
Bollard Group
Massachusetts
$34K – – –
GLLW
1346
Graves Light Lenhart Wealth
Virginia
$32K – – –
KC
1347
Knuff & Co
California
$32K – – –
PFSC
1348
Peoples Financial Services Corp
Pennsylvania
$32K – – –
HC
1349
Hoese & Co
Minnesota
$32K +$30.9K +100 New
SC
1350
Siena Capital
Ohio
$32K +$30.9K +100 New