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Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
526
Iron Gate Global Advisors
Utah
$169K +$174K +3,000 New
GP
527
Girard Partners
Pennsylvania
$168K +$171K +2,960 New
VFA
528
Valeo Financial Advisors
Indiana
$164K -$145K -2,500 -46%
RWA
529
Ropes Wealth Advisors
Massachusetts
$158K +$116K +2,000 +256%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$153K -$33.9K -586 -18%
AF
531
Arrow Financial
New York
$153K – – –
SCM
532
Southport Capital Management
Tennessee
$148K +$151K +2,604 New
FRA
533
Front Row Advisors
California
$141K – – –
TAM
534
Tiverton Asset Management
Delaware
$140K – – –
PWAG
535
Polaris Wealth Advisory Group
California
$139K +$142K +2,452 New
ARMT
536
Amica Retiree Medical Trust
Rhode Island
$136K +$139K +2,396 New
ZB
537
Zions Bancorporation
Utah
$134K +$137K +2,362 New
FANJ
538
Financial Architects (New Jersey)
New Jersey
$126K -$579 -10 -0.4%
TC
539
Truvestments Capital
Florida
$126K +$128K +2,216 New
PVH
540
Psagot Value Holdings
Israel
$125K +$127K +2,200 New
TCM
541
Tradewinds Capital Management
Washington
$120K – – –
WC
542
Whitney & Co
New York
$118K – – –
IFAM
543
Institutional & Family Asset Management
Colorado
$117K +$231 +4 +0.2%
HWA
544
Heritage Wealth Advisors
Virginia
$116K +$119K +2,052 New
CAPTRUST Financial Advisors
545
CAPTRUST Financial Advisors
North Carolina
$115K +$69.8K +1,206 +152%
WSTAM
546
Wilbanks Smith & Thomas Asset Management
Virginia
$112K +$114K +1,966 New
PA
547
Perennial Advisors
New York
$111K – – –
AOWM
548
Alpha Omega Wealth Management
Virginia
$110K – – –
JFA
549
JNBA Financial Advisors
Minnesota
$110K +$112K +1,932 New
TWA
550
TCI Wealth Advisors
Arizona
$109K – – –