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Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
1226
Wright Investors Service
Connecticut
$206K +$207K +1,850 New
RWA
1227
Ropes Wealth Advisors
Massachusetts
$205K -$1.12K -10 -0.5%
BFEC
1228
Benjamin F. Edwards & Company
Missouri
$204K -$78.4K -700 -28%
FHA
1229
First Horizon Advisors
Tennessee
$198K -$252K -2,250 -56%
CFO
1230
CVA Family Office
Colorado
$198K +$28K +250 +16%
AWA
1231
Aaron Wealth Advisors
Illinois
$195K +$197K +1,755 New
PFBT
1232
Parkside Financial Bank & Trust
Missouri
$195K +$16.2K +145 +9%
CAGAS
1233
Capital Advisory Group Advisory Services
Minnesota
$193K -$3.36K -30 -2%
BCPWM
1234
Bradley & Co Private Wealth Management
Florida
$190K – – –
AIM
1235
Anchor Investment Management
South Carolina
$180K -$11.2K -100 -6%
CA
1236
Clearstead Advisors
Ohio
$178K +$23K +205 +15%
FPFS
1237
First Personal Financial Services
North Carolina
$175K -$19.6K -175 -10%
LWA
1238
Lenox Wealth Advisors
New York
$172K +$2.24K +20 +1%
HIIFS
1239
Harel Insurance Investments & Financial Services
Israel
$167K – – –
JWBC
1240
John W. Brooker & Co
California
$167K – – –
RBC
1241
Roble Belko & Company
Pennsylvania
$167K – – –
PMFA
1242
Plante Moran Financial Advisors
Michigan
$158K -$16.2K -145 -9%
AF
1243
Allworth Financial
California
$156K +$35.9K +320 +29%
GEA
1244
Glen Eagle Advisors
New Jersey
$155K -$2.8K -25 -2%
SWA
1245
Sutton Wealth Advisors
Florida
$153K +$3.36K +30 +2%
EWM
1246
Endurance Wealth Management
Rhode Island
$138K – – –
KFP
1247
KB Financial Partners
New Jersey
$131K +$16.8K +150 +15%
CWM
1248
Cedar Wealth Management
California
$130K +$4.48K +40 +4%
PVH
1249
Psagot Value Holdings
Israel
$128K +$56K +500 +77%
KTC
1250
Kistler-Tiffany Companies
Pennsylvania
$122K +$17.9K +160 +17%
48 49
50
51 52