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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$186K -$55.5K -1,028 -24%
SFSIG
502
San Francisco Sentry Investment Group
California
$183K – – –
RCAG
503
Rehmann Capital Advisory Group
Michigan
$183K +$177K +3,290 New
SA
504
SRH Advisors
Kansas
$178K – – –
BFEC
505
Benjamin F. Edwards & Company
Missouri
$176K -$5.39K -100 -3%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$170K +$165K +3,064 New
PA
507
Parallel Advisors
California
$168K +$324 +6 +0.2%
FWM
508
Focused Wealth Management
New York
$167K – – –
AF
509
Arrow Financial
New York
$157K -$539 -10 -0.4%
WAS
510
WESPAC Advisors SoCal
California
$146K +$1.08K +20 +0.8%
WC
511
Whitney & Co
New York
$145K +$140K +2,600 New
TAM
512
Tiverton Asset Management
Delaware
$137K -$77.5K -1,436 -37%
MF
513
MHI Funds
New York
$137K +$2.37K +44 +2%
FRA
514
Front Row Advisors
California
$135K – – –
FANJ
515
Financial Architects (New Jersey)
New Jersey
$133K -$37.2K -690 -22%
TCM
516
Tradewinds Capital Management
Washington
$117K – – –
AIS
517
AlphaOne Investment Services
Pennsylvania
$116K +$60.9K +1,128 +118%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$112K +$7.23K +134 +7%
PA
519
Perennial Advisors
New York
$109K -$8.63K -160 -8%
TWA
520
TCI Wealth Advisors
Arizona
$106K – – –
TSW
521
Thompson Siegel & Walmsley
Virginia
$106K – – –
VCM
522
Versant Capital Management
Arizona
$102K – – –
IWM
523
IHT Wealth Management
Illinois
$101K – – –
FQ
524
First Quadrant
California
$100K – – –
TF
525
Tompkins Financial
New York
$97K +$93.9K +1,740 New