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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
401
West Oak Capital
California
$9K
S
402
SignatureFD
Georgia
$9K +$3.75K +74 +50%
WTA
403
Washington Trust Advisors
Massachusetts
$8K
BWM
404
Baystate Wealth Management
Massachusetts
$8K +$51 +1 +0.5%
GWM
405
Geneos Wealth Management
Colorado
$7K -$24.3K -480 -72%
EIP
406
Ellis Investment Partners
Pennsylvania
$7K +$51 +1 +0.6%
FHA
407
First Horizon Advisors
Tennessee
$7K +$2.79K +55 +41%
APA
408
American Portfolios Advisors
New York
$6.69K -$253 -5 -3%
CFO
409
CVA Family Office
Colorado
$6K -$3.55K -70 -35%
ST
410
Sageworth Trust
Pennsylvania
$6K
WTC
411
WhitTier Trust Company
Nevada
$6K
AF
412
Allworth Financial
California
$6K +$659 +13 +11%
FRA
413
Front Row Advisors
California
$6K +$1.62K +32 +28%
AFS
414
Annapolis Financial Services
Maryland
$6K +$7.6K +150 New
BAM
415
Byrne Asset Management
New Jersey
$5K
EARNEST Partners
416
EARNEST Partners
Georgia
$5K
IFAM
417
Institutional & Family Asset Management
Colorado
$5K
PMFA
418
Plante Moran Financial Advisors
Michigan
$5K
JWA
419
JFS Wealth Advisors
Pennsylvania
$5K +$1.52K +30 +33%
ACM
420
Absolute Capital Management
Pennsylvania
$4.56K +$5.47K +108 New
NF
421
Norwood Financial
Pennsylvania
$4K -$2.53K -50 -33%
BWA
422
BDO Wealth Advisors
Florida
$4K
GCM
423
Gables Capital Management
Florida
$4K
PWMG
424
Prestige Wealth Management Group
New Jersey
$4K
TIM
425
Tortoise Investment Management
New York
$4K