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Name Holding Trade Value Shares
Change
Change in
Stake
WB
1101
Webster Bank
Connecticut
$140K
AIM
1102
Acropolis Investment Management
Missouri
$140K +$335 +5 +0.3%
GEA
1103
Glen Eagle Advisors
New Jersey
$140K -$4.42K -66 -3%
PMFA
1104
Plante Moran Financial Advisors
Michigan
$138K
BTI
1105
Blue Trust Inc
Georgia
$137K +$116K +1,733 +400%
MRCM
1106
M&R Capital Management
New Jersey
$137K
HPC
1107
HM Payson & Co
Maine
$134K -$146K -2,180 -53%
FCA
1108
FinTrust Capital Advisors
South Carolina
$132K +$126K +1,885 New
SC
1109
SouthState Corp
Florida
$131K -$3.35K -50 -3%
TLA
1110
Tanglewood Legacy Advisors
Texas
$131K
MA
1111
MCF Advisors
Kentucky
$131K
CB
1112
Centennial Bank
Arkansas
$128K
MCM
1113
MV Capital Management
Maryland
$125K +$4.69K +70 +4%
HWA
1114
Heritage Wealth Advisors
Virginia
$124K +$20.1K +300 +20%
GWS
1115
Glassman Wealth Services
Virginia
$124K +$1.07K +16 +0.9%
CT
1116
Caldwell Trust
Florida
$121K -$2.01K -30 -2%
EPW
1117
Evergreen Private Wealth
Colorado
$121K +$116K +1,724 New
HFM
1118
Hartford Financial Management
Connecticut
$120K +$670 +10 +0.6%
C
1119
Covestor
United Kingdom
$120K -$5.83K -87 -5%
CI Investments Inc
1120
CI Investments Inc
Ontario, Canada
$118K +$21.8K +325 +24%
ATC
1121
Advantage Trust Company
Kansas
$117K +$111K +1,662 New
BWAM
1122
Boyd Watterson Asset Management
Ohio
$116K
AA
1123
Alta Advisers
United Kingdom
$112K
DIP
1124
DT Investment Partners
Pennsylvania
$108K
CHA
1125
Carmichael Hill & Associates
Maryland
$107K -$7.1K -106 -6%