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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1801
FinTrust Capital Advisors
South Carolina
$152K -$789 -6 -0.4%
PFO
1802
Pathstone Family Office
New Jersey
$151K +$116K +885 +205%
BWM
1803
Baystate Wealth Management
Massachusetts
$150K -$39.1K -297 -18%
RA
1804
Rational Advisors
New York
$150K -$2.63K -20 -1%
CT
1805
Clearstead Trust
Maine
$150K – – –
SWA
1806
Sutton Wealth Advisors
Florida
$149K -$16.3K -124 -9%
BCM
1807
Blume Capital Management
California
$149K – – –
SCM
1808
Silvant Capital Management
Georgia
$149K – – –
PAA
1809
Peregrine Asset Advisers
Oregon
$147K +$170K +1,290 New
CA
1810
Centerpoint Advisors
Massachusetts
$146K +$62.9K +478 +59%
SC
1811
Skylands Capital
Wisconsin
$142K -$7.89K -60 -5%
LWM
1812
Lenox Wealth Management
Ohio
$140K +$39.7K +302 +33%
WCMN
1813
Westchester Capital Management (Nebraska)
Nebraska
$137K – – –
FEG
1814
Financial Enhancement Group
Indiana
$135K – – –
FWM
1815
FSA Wealth Management
Massachusetts
$135K – – –
TC
1816
Trust Company
Kansas
$130K -$101K -764 -40%
JGIA
1817
Jackson Grant Investment Advisers
Connecticut
$125K +$1.45K +11 +1%
CAL
1818
Capital Advisors Ltd
Ohio
$123K +$132 +1 +0.1%
CAL
1819
Capital Analysts LLC
Pennsylvania
$117K -$17.4K -132 -11%
EI
1820
Ellevest Inc
New York
$117K +$16.3K +124 +14%
MMG
1821
Monetary Management Group
Missouri
$116K -$31.4K -239 -19%
RFM
1822
Royal Fund Management
Florida
$116K +$12.5K +95 +10%
CAC
1823
Certified Advisory Corp
Florida
$115K +$16.2K +123 +14%
RTC
1824
Riverview Trust Company
Washington
$114K +$37.8K +287 +40%
ARMC
1825
American Research & Management Company
Massachusetts
$113K +$19.7K +150 +18%