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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1851
River Wealth Advisors
Pennsylvania
$489K -$45.8K -571 -9%
CHJWM
1852
Carlton Hofferkamp & Jenks Wealth Management
Texas
$489K
LA
1853
Legacy Advisors
Pennsylvania
$489K +$6.73K +84 +1%
CFS
1854
CRA Financial Services
New Jersey
$487K -$94K -1,173 -16%
UFG
1855
United Fire Group
Iowa
$485K
FPFS
1856
First Personal Financial Services
North Carolina
$484K -$378K -4,719 -44%
LC
1857
Lindbrook Capital
California
$483K -$16.8K -209 -3%
AIA
1858
Alera Investment Advisors
Illinois
$483K +$3.45K +43 +0.7%
BCCM
1859
Bridge Creek Capital Management
Massachusetts
$480K -$7.37K -92 -2%
VCM
1860
Vivaldi Capital Management
Illinois
$480K +$175K +2,182 +58%
APW
1861
Acima Private Wealth
Virginia
$479K +$14.7K +184 +3%
JHCP
1862
Jackson Hole Capital Partners
Oklahoma
$478K
WSC
1863
Wellington Shields & Co
New York
$476K -$853K -10,648 -64%
CMANY
1864
Capital Management Associates (New York)
New York
$476K +$84K +1,048 +22%
WAG
1865
Winthrop Advisory Group
Massachusetts
$475K +$60.6K +756 +15%
JLBC
1866
J.L. Bainbridge & Co
Florida
$474K -$9.14K -114 -2%
BIM
1867
Baldwin Investment Management
Pennsylvania
$471K -$42K -524 -8%
PFGIA
1868
Patriot Financial Group Insurance Agency
Massachusetts
$470K -$10.7K -133 -2%
LPT
1869
Legacy Private Trust
Wisconsin
$468K +$8.74K +109 +2%
BONST
1870
Bank of Nova Scotia Trust
Ontario, Canada
$467K -$1.4M -17,452 -75%
LIA
1871
LBMC Investment Advisors
Tennessee
$467K
SA
1872
Shilanski & Associates
Alaska
$467K +$63K +786 +16%
RFM
1873
Royal Fund Management
Florida
$465K -$2.96K -37 -0.6%
CCM
1874
Carderock Capital Management
Maryland
$465K +$39.8K +497 +9%
SHGA
1875
Sand Hill Global Advisors
California
$465K +$141K +1,760 +44%