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Name Holding Trade Value Shares
Change
Change in
Stake
BW
901
Bison Wealth
Georgia
$200K +$204K +5,072 New
CA
902
Clearstead Advisors
Ohio
$200K +$204K +5,079 New
WA
903
WFG Advisors
Texas
$195K – – –
WTB
904
Washington Trust Bank
Washington
$192K +$17.5K +436 +10%
YWP
905
YorkBridge Wealth Partners
New York
$184K +$184K +4,568 New
HCM
906
Highlander Capital Management
New Jersey
$180K – – –
WTC
907
WhitTier Trust Company
Nevada
$180K +$201 +5 +0.1%
CFG
908
Citizens Financial Group
Rhode Island
$178K -$19.9K -495 -10%
ACM
909
AUA Capital Management
Pennsylvania
$174K +$177K +4,400 New
RWA
910
Ropes Wealth Advisors
Massachusetts
$173K +$37.8K +940 +27%
BFEC
911
Benjamin F. Edwards & Company
Missouri
$171K – – –
GLI
912
Guardian Life Insurance
New York
$170K +$7.03K +175 +4%
GWM
913
Geneos Wealth Management
Colorado
$161K -$554K -13,785 -77%
Acadian Asset Management
914
Acadian Asset Management
Massachusetts
$157K +$160K +3,979 New
VIM
915
Veritas Investment Management
United Kingdom
$153K -$44.2K -1,100 -22%
EWM
916
Evercore Wealth Management
New York
$149K -$22.9K -570 -13%
CS
917
Credential Securities
$148K -$108K -2,690 -42%
TCM
918
Tradewinds Capital Management
Washington
$146K -$6.03K -150 -4%
CBOA
919
Commonwealth Bank of Australia
Australia
$144K +$9.69K +241 +7%
AAP
920
Arax Advisory Partners
Colorado
$135K +$138K +3,421 New
PFS
921
Physicians Financial Services
North Carolina
$134K – – –
TCA
922
Teewinot Capital Advisers
New York
$130K -$992K -24,680 -88%
AssetMark Inc
923
AssetMark Inc
California
$129K -$19.3K -481 -13%
SFG
924
SevenBridge Financial Group
Pennsylvania
$128K – – –
FPF
925
FNY Partners Fund
New York
$124K +$126K +3,139 New