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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1001
Avion Wealth
Texas
$61K – – –
CTC
1002
Cetera Trust Company
Minnesota
$59K – – –
ACA
1003
Atlas Capital Advisors
Wyoming
$57K -$142K -1,100 -70%
PFG
1004
Putney Financial Group
California
$56.2K +$28K +217 +87%
AA
1005
Addison Advisors
Vermont
$55.8K +$1.55K +12 +3%
LWANC
1006
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.8K -$1.55K -12 -3%
BOJHT
1007
Bank of Jackson Hole Trust
Wyoming
$55K -$6.44K -50 -11%
PA
1008
PSI Advisors
Florida
$54.8K – – –
TF
1009
Tompkins Financial
New York
$54.2K +$51.5K +400 +800%
WBC
1010
Westpac Banking Corp
Australia
$52.6K – – –
MEG
1011
Millstone Evans Group
Colorado
$52K – – –
WT
1012
Washington Trust
Rhode Island
$51.1K – – –
MAM
1013
Meeder Asset Management
Ohio
$50.3K +$36.5K +283 +210%
BWAM
1014
Boyd Watterson Asset Management
Ohio
$49.8K -$17.8K -138 -25%
PSFG
1015
Park Square Financial Group
Georgia
$49.3K – – –
RDFA
1016
Ritter Daniher Financial Advisory
Ohio
$48.1K – – –
SOAMC
1017
Spirit of America Management Corp
New York
$48.1K +$51.5K +400 New
CA
1018
CoreCap Advisors
Michigan
$45K +$1.03K +8 +2%
BCMLT
1019
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.9K -$5.67K -44 -11%
EAM
1020
Erste Asset Management
Austria
$43.9K -$158K -1,225 -77%
GWM
1021
Geneos Wealth Management
Colorado
$41K +$19.7K +153 +82%
PFSC
1022
Peoples Financial Services Corp
Pennsylvania
$39.1K – – –
FDW
1023
Fourth Dimension Wealth
Ohio
$37.7K -$5.15K -40 -11%
SWA
1024
SOA Wealth Advisors
New York
$37.3K +$129 +1 +0.3%
Loomis, Sayles & Company
1025
Loomis, Sayles & Company
Massachusetts
$37K -$21.1K -164 -35%