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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1001
Washington Trust Advisors
Massachusetts
$137K -$25.6K -378 -16%
LAS
1002
Lloyd Advisory Services
Georgia
$137K +$37.4K +553 +40%
SWM
1003
Sugarloaf Wealth Management
Georgia
$135K +$68 +1 +0.1%
HCP
1004
Hexagon Capital Partners
Arkansas
$133K – – –
NWM
1005
Nauset Wealth Management
Connecticut
$130K +$125K +1,850 New
CC
1006
Corsicana & Co
Texas
$127K – – –
HPC
1007
HM Payson & Co
Maine
$126K +$69.3K +1,025 +133%
FCA
1008
FinTrust Capital Advisors
South Carolina
$125K +$43.8K +648 +57%
BONH
1009
Bank of New Hampshire
New Hampshire
$123K +$118K +1,750 New
ZIG
1010
Zullo Investment Group
Pennsylvania
$122K -$6.63K -98 -5%
Credit Agricole
1011
Credit Agricole
France
$117K +$113K +1,668 New
AA
1012
Ancora Advisors
Ohio
$115K +$135 +2 +0.1%
SCM
1013
Silvant Capital Management
Georgia
$112K – – –
SC
1014
SouthState Corp
Florida
$109K -$676 -10 -0.6%
CB
1015
Community Bank
New York
$109K +$3.38K +50 +3%
GWSG
1016
GPS Wealth Strategies Group
Colorado
$105K – – –
LS
1017
Leelyn Smith
Illinois
$105K – – –
SIC
1018
Salem Investment Counselors
North Carolina
$102K -$1.69K -25 -2%
PB
1019
Pinnacle Bancorp
Nebraska
$101K +$1.15K +17 +1%
T
1020
TCWP
Ohio
$97K +$93.4K +1,381 New
GCM
1021
Gables Capital Management
Florida
$96K – – –
LWA
1022
Lenox Wealth Advisors
New York
$96K – – –
EWA
1023
EverSource Wealth Advisors
Alabama
$95K +$6.29K +93 +7%
Bank Julius Baer & Co
1024
Bank Julius Baer & Co
Switzerland
$94K +$1.35K +20 +2%
WB
1025
Webster Bank
Connecticut
$89K – – –