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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
751
MassMutual Private Wealth & Trust
Connecticut
$44K +$33.2K +548 New
AF
752
Allworth Financial
California
$43K +$242 +4 +0.8%
SCA
753
Stonebridge Capital Advisors
Minnesota
$42K +$31.5K +519 New
RBC
754
Roble Belko & Company
Pennsylvania
$41K – – –
GFPC
755
Global Financial Private Client
Florida
$40.9K – – –
AP
756
Atwood & Palmer
Missouri
$40K – – –
CAC
757
Certified Advisory Corp
Florida
$40K +$30.3K +500 New
BAM
758
Barrett Asset Management
New York
$39K – – –
CI
759
CX Institutional
Indiana
$37K +$5.09K +84 +22%
MA
760
MUFG Americas
New York
$36K – – –
SFSIG
761
San Francisco Sentry Investment Group
California
$35K – – –
PMFA
762
Plante Moran Financial Advisors
Michigan
$35K +$182 +3 +0.7%
EW
763
Evoke Wealth
California
$35K +$25.3K +417 +2,453%
LAS
764
Lloyd Advisory Services
Georgia
$35K +$26.5K +438 New
MA
765
Montag & Associates
Georgia
$35K +$26.7K +440 New
WT
766
Washington Trust
Rhode Island
$34K – – –
BWL
767
Bogart Wealth LLC
Virginia
$34K +$25.3K +418 New
AWM
768
AllSquare Wealth Management
New York
$34K +$25.8K +426 New
GEA
769
Glen Eagle Advisors
New Jersey
$33.3K – – –
1832 Asset Management
770
1832 Asset Management
Ontario, Canada
$32K – – –
RDFA
771
Ritter Daniher Financial Advisory
Ohio
$32K – – –
LC
772
Lindbrook Capital
California
$30K -$909 -15 -4%
GWMIA
773
Global Wealth Management Investment Advisory
Florida
$28K – – –
HIA
774
Harbor Investment Advisory
Maryland
$27K – – –
SGAM
775
Smith Group Asset Management
Texas
$27K +$1.82K +30 +10%