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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$66K +$4.52K +12 +6%
HPC
702
HM Payson & Co
Maine
$66K +$37.7K +100 +90%
CAM
703
Costello Asset Management
Pennsylvania
$63K – – –
TWA
704
TCI Wealth Advisors
Arizona
$59K -$754 -2 -1%
CP
705
Corbenic Partners
Pennsylvania
$57K +$2.64K +7 +4%
APP
706
Alpha Paradigm Partners
Illinois
$56K -$123K -326 -64%
PAI
707
Pittenger & Anderson Inc
Nebraska
$52K +$47.1K +125 +313%
AWM
708
Atticus Wealth Management
Florida
$50K – – –
RA
709
Resolute Advisors
California
$50K – – –
TIM
710
Tortoise Investment Management
New York
$50K +$11.3K +30 +23%
NSIM
711
North Star Investment Management
Illinois
$49K – – –
JMF
712
Johnson Midwest Financial
Iowa
$47K – – –
CWP
713
Concord Wealth Partners
Virginia
$46K -$165K -438 -75%
KFI
714
Key Financial Inc
Pennsylvania
$44K +$754 +2 +1%
TF
715
TimeScale Financial
Massachusetts
$43K +$1.13K +3 +2%
SWM
716
Selective Wealth Management
Virginia
$42K +$13.2K +35 +35%
AWM
717
Accel Wealth Management
Iowa
$41K – – –
JWA
718
JFS Wealth Advisors
Pennsylvania
$40K +$44.5K +118 +1,180%
MC
719
Maverick Capital
Texas
$39K +$28.3K +75 +147%
ICM
720
Islay Capital Management
Texas
$36K – – –
BU
721
BBVA USA
Alabama
$35K -$191K -508 -82%
BWM
722
BerganKDV Wealth Management
Minnesota
$35K – – –
HFS
723
HBC Financial Services
Washington
$35K – – –
Credit Agricole
724
Credit Agricole
France
$33K +$7.16K +19 +22%
AWM
725
Activest Wealth Management
Florida
$33K +$27.1K +72 +218%