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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
851
Peoples Financial Services Corp
Pennsylvania
$49K
BAM
852
Barrett Asset Management
New York
$48K
MA
853
MUFG Americas
New York
$48K +$4.25K +40 +9%
MA
854
Montag & Associates
Georgia
$47K
PMFA
855
Plante Moran Financial Advisors
Michigan
$43K -$3.83K -36 -8%
DFCM
856
Dark Forest Capital Management
Puerto Rico
$43K +$46.5K +437 New
AWM
857
AllSquare Wealth Management
New York
$42K -$10.6K -100 -19%
AA
858
Addison Advisors
Vermont
$42K
WT
859
Washington Trust
Rhode Island
$42K
UAML
860
US Asset Management LLC
Pennsylvania
$42K +$44.9K +422 New
RDFA
861
Ritter Daniher Financial Advisory
Ohio
$39K
HIA
862
Harbor Investment Advisory
Maryland
$39K +$5.63K +53 +16%
EW
863
Evoke Wealth
California
$38K
LC
864
Lindbrook Capital
California
$38K +$1.81K +17 +5%
GWMIA
865
Global Wealth Management Investment Advisory
Florida
$34K
SGAM
866
Smith Group Asset Management
Texas
$30K -$4.25K -40 -11%
FHA
867
First Horizon Advisors
Tennessee
$30K +$12K +113 +55%
HF
868
Halpern Financial
Virginia
$29.4K +$31.8K +299 New
LAS
869
Lloyd Advisory Services
Georgia
$29K -$9.67K -91 -23%
AF
870
Advisornet Financial
Minnesota
$28K
GLLW
871
Graves Light Lenhart Wealth
Virginia
$27K
CPC
872
Consolidated Planning Corp
Georgia
$27K +$29.6K +278 New
WT
873
Whittier Trust
California
$26K -$42.5K -400 -61%
SIS
874
Sound Income Strategies
Florida
$25K
SN
875
Sittner & Nelson
Oregon
$24K