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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1326
Alpha Omega Wealth Management
Virginia
$957K – – –
CWMU
1327
Caliber Wealth Management (Utah)
Utah
$956K -$489K -4,860 -37%
AF
1328
Arrow Financial
New York
$952K -$702K -6,967 -46%
NFC
1329
Northeast Financial Consultants
Connecticut
$949K +$123K +1,219 +18%
ATC
1330
Adirondack Trust Company
New York
$947K -$705 -7 -0.1%
KCM
1331
KRS Capital Management
Michigan
$944K +$1.01K +10 +0.1%
TTWM
1332
TCV Trust & Wealth Management
Virginia
$942K +$11.4K +113 +1%
AWM
1333
Aberdeen Wealth Management
Illinois
$940K +$101 +1 +0%
BWP
1334
BSW Wealth Partners
Colorado
$935K +$60.2K +598 +8%
RBC
1335
Romano Brothers & Co
Illinois
$935K -$100K -997 -11%
DU
1336
Delphia (USA)
Ontario, Canada
$934K -$1.51K -15 -0.2%
EWA
1337
Encompass Wealth Advisors
Oregon
$933K +$20.5K +204 +3%
RWA
1338
Ropes Wealth Advisors
Massachusetts
$932K +$15.3K +152 +2%
IIM
1339
InTrack Investment Management
Vermont
$931K +$193K +1,915 +32%
AMCA
1340
Arthur M. Cohen & Associates
Illinois
$928K +$58.9K +585 +8%
BAM
1341
Blueshift Asset Management
New Jersey
$928K +$799K +7,930 New
MTIC
1342
Missouri Trust & Investment Company
Missouri
$926K +$133K +1,320 +20%
ACMA
1343
Arbor Capital Management (Alaska)
Alaska
$925K -$33.5K -333 -4%
SSW
1344
Smith Shellnut Wilson
Mississippi
$924K -$53.8K -534 -6%
LWAC
1345
Laurel Wealth Advisors (California)
California
$922K -$143K -1,417 -15%
GPI
1346
General Partner Inc
Pennsylvania
$921K +$792K +7,869 New
PPW
1347
Presilium Private Wealth
Pennsylvania
$920K +$791K +7,860 New
RSWM
1348
Robertson Stephens Wealth Management
California
$919K -$128K -1,267 -14%
PI
1349
PFS Investments
Georgia
$918K +$125K +1,239 +19%
CCWM
1350
Cassaday & Co Wealth Management
Virginia
$916K +$789K +7,832 New
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