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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1026
PSI Advisors
Florida
$71.1K
WT
1027
Washington Trust
Rhode Island
$66.4K
AA
1028
Addison Advisors
Vermont
$66.3K
WT
1029
Whittier Trust
California
$65K +$14.2K +86 +26%
AI
1030
AXS Investments
New York
$63.2K -$32.6K -197 -33%
RDFA
1031
Ritter Daniher Financial Advisory
Ohio
$62.5K
BCMLT
1032
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.1K
AS
1033
Altshuler Shaham
Israel
$57.8K -$39.2K -237 -39%
RA
1034
Rational Advisors
New York
$57.2K -$11.1K -67 -15%
CMP
1035
Coston McIsaac & Partners
Maine
$57K
HL
1036
HeadInvest LLC
Maine
$56.3K +$60.2K +364 New
GWMIA
1037
Global Wealth Management Investment Advisory
Florida
$56.3K
CFGS
1038
Concourse Financial Group Securities
Alabama
$54.7K +$662 +4 +1%
GWS
1039
Glassman Wealth Services
Virginia
$54.4K +$828 +5 +1%
LF
1040
Lee Financial
Texas
$49.9K
DGAM
1041
Desjardins Global Asset Management
Quebec, Canada
$48.3K -$211K -1,274 -80%
HCP
1042
Hexagon Capital Partners
Arkansas
$47.8K +$14.9K +90 +42%
FHA
1043
First Horizon Advisors
Tennessee
$47.8K +$2.48K +15 +5%
HCM
1044
Highlander Capital Management
New Jersey
$47K +$49.7K +300 New
NSG
1045
Nalls Sherbakoff Group
Tennessee
$46.9K
RFA
1046
Resurgent Financial Advisors
Georgia
$45.2K -$16.6K -100 -26%
TWM
1047
Tradition Wealth Management
Minnesota
$45K +$166 +1 +0.3%
MAM
1048
Marquette Asset Management
Minnesota
$43.5K
HBW
1049
Hazlett, Burt & Watson
West Virginia
$42K -$828 -5 -2%
DIP
1050
DT Investment Partners
Pennsylvania
$41.7K