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Name Holding Trade Value Shares
Change
Change in
Stake
WT
651
Washington Trust
Rhode Island
$15K – – –
MWM
652
Mascoma Wealth Management
New Hampshire
$15K +$2.98K +14 +23%
SWM
653
SeaCrest Wealth Management
New York
$15K +$16.6K +78 New
CI
654
CX Institutional
Indiana
$14K +$15.6K +73 New
TCWA
655
Ten Capital Wealth Advisors
Washington
$12K – – –
ACA
656
Atlas Capital Advisors
Wyoming
$11K – – –
UB
657
UMB Bank
Missouri
$11K – – –
PTC
658
Private Trust Company
Ohio
$11K +$11.7K +55 New
TFS
659
TrustCore Financial Services
Tennessee
$10K – – –
JWA
660
JFS Wealth Advisors
Pennsylvania
$10K +$4.26K +20 +63%
FCMT
661
Founders Capital Management (Texas)
Texas
$10K +$11.3K +53 New
HFM
662
Harvest Fund Management
China
$9K – – –
Loomis, Sayles & Company
663
Loomis, Sayles & Company
Massachusetts
$9K – – –
QC
664
Quent Capital
New York
$9K – – –
COCM
665
Charter Oak Capital Management
New Hampshire
$8K – – –
WAM
666
WFA Asset Management
Wisconsin
$6.24K +$213 +1 +3%
APC
667
Aspire Private Capital
North Carolina
$6K – – –
HCP
668
Hexagon Capital Partners
Arkansas
$6K – – –
PWMG
669
Prestige Wealth Management Group
New Jersey
$6K – – –
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.28K +6 +27%
EWA
671
EverSource Wealth Advisors
Alabama
$6K +$1.49K +7 +27%
KFS
672
Kelly Financial Services
Massachusetts
$5.12K – – –
BBHC
673
Brown Brothers Harriman & Co
New York
$5K -$43.5K -204 -89%
FF
674
FourThought Financial
Florida
$5K -$1.06K -5 -17%
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –