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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$155K +$619 +10 +0.4%
RFA
852
Register Financial Advisors
Georgia
$147K +$45K +728 +44%
UB
853
UMB Bank
Missouri
$146K -$44.6K -721 -23%
MPWT
854
MassMutual Private Wealth & Trust
Connecticut
$144K +$5.32K +86 +4%
MA
855
Montag & Associates
Georgia
$142K
SAI
856
Systematic Alpha Investments
New Jersey
$137K
SC
857
SouthState Corp
Florida
$132K
TCM
858
Tradewinds Capital Management
Washington
$126K +$990 +16 +0.8%
WT
859
Washington Trust
Rhode Island
$123K
WTA
860
Washington Trust Advisors
Massachusetts
$123K
WB
861
Webster Bank
Connecticut
$123K
WSCM
862
Wellington Shields Capital Management
New York
$123K
EWM
863
Endurance Wealth Management
Rhode Island
$122K
PMFA
864
Plante Moran Financial Advisors
Michigan
$121K
NFSG
865
Newbridge Financial Services Group
Florida
$119K +$8.35K +135 +8%
TLA
866
Tanglewood Legacy Advisors
Texas
$115K
HCP
867
Hexagon Capital Partners
Arkansas
$113K +$4.14K +67 +4%
CT
868
Caldwell Trust
Florida
$108K
AIC
869
Archer Investment Corporation
Indiana
$106K -$82.5K -1,333 -44%
MCM
870
MV Capital Management
Maryland
$105K +$247 +4 +0.2%
HFM
871
Hartford Financial Management
Connecticut
$104K +$25.1K +406 +32%
AIM
872
Acropolis Investment Management
Missouri
$104K -$27.5K -444 -21%
DIP
873
DT Investment Partners
Pennsylvania
$103K
HI
874
Harbour Investments
Wisconsin
$99.9K +$18.5K +299 +23%
CLOS
875
Compagnie Lombard Odier SCmA
Switzerland
$99.6K