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Name Holding Trade Value Shares
Change
Change in
Stake
GP
526
Girard Partners
Pennsylvania
$168K +$171K +2,960 New
VFA
527
Valeo Financial Advisors
Indiana
$164K -$145K -2,500 -46%
RWA
528
Ropes Wealth Advisors
Massachusetts
$158K +$116K +2,000 +256%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$153K -$33.9K -586 -18%
AF
530
Arrow Financial
New York
$153K
SCM
531
Southport Capital Management
Tennessee
$148K +$151K +2,604 New
TAM
532
Tiverton Asset Management
Delaware
$140K
PWAG
533
Polaris Wealth Advisory Group
California
$139K +$142K +2,452 New
ARMT
534
Amica Retiree Medical Trust
Rhode Island
$136K +$139K +2,396 New
ZB
535
Zions Bancorporation
Utah
$134K +$137K +2,362 New
FANJ
536
Financial Architects (New Jersey)
New Jersey
$126K -$579 -10 -0.4%
TC
537
Truvestments Capital
Florida
$126K +$128K +2,216 New
PVH
538
Psagot Value Holdings
Israel
$125K +$127K +2,200 New
TCM
539
Tradewinds Capital Management
Washington
$120K
WC
540
Whitney & Co
New York
$118K
IFAM
541
Institutional & Family Asset Management
Colorado
$117K +$231 +4 +0.2%
HWA
542
Heritage Wealth Advisors
Virginia
$116K +$119K +2,052 New
CAPTRUST Financial Advisors
543
CAPTRUST Financial Advisors
North Carolina
$115K +$69.8K +1,206 +152%
WSTAM
544
Wilbanks Smith & Thomas Asset Management
Virginia
$112K +$114K +1,966 New
PA
545
Perennial Advisors
New York
$111K
AOWM
546
Alpha Omega Wealth Management
Virginia
$110K
JFA
547
JNBA Financial Advisors
Minnesota
$110K +$112K +1,932 New
TWA
548
TCI Wealth Advisors
Arizona
$109K
TSW
549
Thompson Siegel & Walmsley
Virginia
$108K
VCM
550
Versant Capital Management
Arizona
$104K