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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
2101
Washington Trust Advisors
Massachusetts
$779K +$2.15K +23 +0.3%
AIM
2102
Advyzon Investment Management
Illinois
$779K +$117K +1,248 +17%
RIG
2103
Renaissance Investment Group
Massachusetts
$776K -$103K -1,108 -11%
WAM
2104
Weinberger Asset Management
California
$776K -$19K -203 -2%
TWM
2105
Trueblood Wealth Management
Ohio
$775K -$467 -5 -0.1%
PIA
2106
Pinion Investment Advisors
Kansas
$774K +$101K +1,082 +14%
NFA
2107
Northern Financial Advisors
Michigan
$771K -$561K -6,007 -41%
JWBC
2108
J.W. Burns & Co
New York
$770K -$1.87K -20 -0.2%
WAM
2109
Wakefield Asset Management
Colorado
$769K +$800K +8,569 New
VCM
2110
Versant Capital Management
Arizona
$769K +$581K +6,221 +265%
WIA
2111
Westbourne Investment Advisors
Maryland
$768K +$3.73K +40 +0.5%
CHP
2112
Cable Hill Partners
Oregon
$768K +$15.1K +162 +2%
TWM
2113
TCFG Wealth Management
California
$767K -$242K -2,591 -23%
BFW
2114
Brady Family Wealth
Missouri
$767K -$42.1K -451 -5%
CA
2115
Cambridge Advisors
Nebraska
$767K +$1.12K +12 +0.1%
RWPA
2116
Richard W. Paul & Associates
Michigan
$767K -$256K -2,745 -24%
GEA
2117
Glen Eagle Advisors
New Jersey
$764K -$15.1K -162 -2%
DLHL
2118
Donald L. Hagan LLC
Florida
$764K +$10.5K +112 +1%
SWA
2119
SFMG Wealth Advisors
Texas
$763K +$15.4K +165 +2%
1WM
2120
1858 Wealth Management
Ohio
$762K -$63.2K -677 -7%
AFC
2121
AFT Forsyth & Company
Florida
$760K
GCM
2122
Generation Capital Management
New York
$760K
FWTB
2123
First Western Trust Bank
Colorado
$760K -$126K -1,346 -14%
RBFC
2124
Roman Butler Fullerton & Co
Missouri
$760K -$46.1K -494 -5%
CST
2125
Charles Schwab Trust
Nevada
$759K -$314K -3,360 -28%