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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1851
Icon Wealth Advisors
Texas
$122K +$92.9K +726 New
WB
1852
Webster Bank
Connecticut
$120K
FC
1853
Financial Consulate
Maryland
$120K +$91.9K +718 New
WA
1854
WPG Advisers
Maryland
$119K +$42.6K +333 +88%
CBT
1855
Crews Bank & Trust
Florida
$119K +$1.41K +11 +2%
VWA
1856
VSM Wealth Advisory
Maryland
$119K -$25.6K -200 -22%
BTD
1857
BankPlus Trust Department
Mississippi
$108K
HFS
1858
Hughes Financial Services
Virginia
$106K +$31K +242 +137%
BOJHT
1859
Bank of Jackson Hole Trust
Wyoming
$100K
PPA
1860
Pilgrim Partners Asia
Singapore
$100K +$76.8K +600 New
CT
1861
Colonial Trust
South Carolina
$92.7K -$3.71K -29 -5%
OP
1862
ORG Partners
Indiana
$92.4K +$4.48K +35 +7%
GWP
1863
Gen-Wealth Partners
Michigan
$90.5K +$69.2K +541 New
FIA
1864
FNY Investment Advisers
New York
$90K +$69.1K +540 New
CPG
1865
Cornerstone Planning Group
New Jersey
$88.4K +$8.06K +63 +19%
BT
1866
Banque Transatlantique
France
$87.7K -$431K -3,370 -87%
TWD
1867
True Wealth Design
Ohio
$86.9K +$55.5K +434 +505%
GC
1868
Gould Capital
Washington
$84K -$8.06K -63 -11%
AWM
1869
Accredited Wealth Management
Kentucky
$83.7K +$651K +5,086 +5,086%
BWM
1870
Bernard Wealth Management
Michigan
$83.3K
BBPWM
1871
Blue Bell Private Wealth Management
Pennsylvania
$82K +$27.8K +217 +79%
SIS
1872
Strategic Investment Solutions
Illinois
$81K +$27K +211 +77%
MAS
1873
MPWM Advisory Solutions
Georgia
$80.9K -$31.3K -245 -34%
RBC
1874
Roble Belko & Company
Pennsylvania
$80K
MSFP
1875
Mark Sheptoff Financial Planning
Connecticut
$79.5K +$60.8K +475 New