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Name Holding Trade Value Shares
Change
Change in
Stake
FPS
651
Fieldpoint Private Securities
Connecticut
$16K -$40.1K -190 -70%
PCFFS
652
Pacific Center for Financial Services
California
$16K – – –
WT
653
Washington Trust
Rhode Island
$15K – – –
TCWA
654
Ten Capital Wealth Advisors
Washington
$13K – – –
LWA
655
Lenox Wealth Advisors
New York
$13K +$1.9K +9 +17%
UB
656
UMB Bank
Missouri
$12K – – –
MWM
657
Mascoma Wealth Management
New Hampshire
$12K +$2.11K +10 +20%
ACA
658
Atlas Capital Advisors
Wyoming
$11.5K – – –
TFS
659
TrustCore Financial Services
Tennessee
$10K – – –
Loomis, Sayles & Company
660
Loomis, Sayles & Company
Massachusetts
$10K +$1.05K +5 +12%
COCM
661
Charter Oak Capital Management
New Hampshire
$9K – – –
HFM
662
Harvest Fund Management
China
$9K – – –
QC
663
Quent Capital
New York
$9K – – –
JWA
664
JFS Wealth Advisors
Pennsylvania
$7K +$4.22K +20 +167%
WAM
665
WFA Asset Management
Wisconsin
$6.46K – – –
TFO
666
Tarbox Family Office
California
$6K -$7.59K -36 -56%
APC
667
Aspire Private Capital
North Carolina
$6K – – –
FF
668
FourThought Financial
Florida
$6K – – –
HCP
669
Hexagon Capital Partners
Arkansas
$6K – – –
PWMG
670
Prestige Wealth Management Group
New Jersey
$6K – – –
VCM
671
Versant Capital Management
Arizona
$6K – – –
KFS
672
Kelly Financial Services
Massachusetts
$5.34K – – –
WTA
673
Washington Trust Advisors
Massachusetts
$5K – – –
WB
674
West Bancorporation
Iowa
$5K – – –
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$5K +$633 +3 +16%