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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1001
Delta Asset Management
Tennessee
$62K -$3.14K -50 -5%
AW
1002
Alaethes Wealth
Nevada
$62K – – –
TWA
1003
TCI Wealth Advisors
Arizona
$62K +$11.5K +183 +23%
TC
1004
Tacita Capital
Ontario, Canada
$61K +$1.88K +30 +3%
UCB
1005
United Community Bank
South Carolina
$59.1K +$59.3K +945 New
RPCONE
1006
Retirement Planning Company of New England
Rhode Island
$57K +$57.3K +913 New
AF
1007
Arrow Financial
New York
$56K – – –
FCMT
1008
Founders Capital Management (Texas)
Texas
$56K – – –
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
ME
1010
McIlrath & Eck
Washington
$55K – – –
SC
1011
Sawyer & Company
Massachusetts
$55K – – –
EWM
1012
Evermay Wealth Management
Virginia
$52K +$52.6K +838 New
HWA
1013
HHM Wealth Advisors
Tennessee
$51K – – –
EIP
1014
Ellis Investment Partners
Pennsylvania
$50K – – –
RCG
1015
Rock Creek Group
District of Columbia
$49K -$16.3K -260 -25%
FFC
1016
First Financial Corp
Indiana
$49K – – –
HPC
1017
HM Payson & Co
Maine
$48K – – –
SGAM
1018
Smith Group Asset Management
Texas
$46K -$4.14K -66 -8%
SN
1019
Sittner & Nelson
Oregon
$45K – – –
1832 Asset Management
1020
1832 Asset Management
Ontario, Canada
$44K -$336K -5,349 -88%
MA
1021
MUFG Americas
New York
$44K -$8.85K -141 -17%
BCA
1022
Bray Capital Advisors
Florida
$44K +$43.9K +700 New
OC
1023
Oakworth Capital
Alabama
$43K – – –
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$42K -$15.7K -250 -27%
MHR
1025
Matthew Hamilton Rosenberg
$42K – – –