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Name Holding Trade Value Shares
Change
Change in
Stake
S
551
SignatureFD
Georgia
$197K +$25.9K +454 +14%
TCOV
552
Trust Company of Vermont
Vermont
$190K – – –
BFEC
553
Benjamin F. Edwards & Company
Missouri
$188K – – –
DWM
554
Destination Wealth Management
California
$183K +$20K +350 +12%
WAS
555
WESPAC Advisors SoCal
California
$178K -$67.3K -1,180 -26%
SA
556
SRH Advisors
Kansas
$173K – – –
AW
557
Alpha Windward
Massachusetts
$171K -$48.9K -858 -21%
RA
558
Rational Advisors
New York
$162K -$14.9K -262 -8%
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$159K +$14.5K +254 +9%
RWA
560
Ropes Wealth Advisors
Massachusetts
$150K – – –
AF
561
Arrow Financial
New York
$145K – – –
CAM
562
Columbia Asset Management
Michigan
$142K +$186K +3,254 +180%
PCM
563
Prelude Capital Management
New York
$138K +$145K +2,548 New
KPW
564
Kore Private Wealth
New York
$137K +$143K +2,514 New
FRA
565
Front Row Advisors
California
$133K – – –
TAM
566
Tiverton Asset Management
Delaware
$133K – – –
MF
567
MHI Funds
New York
$130K -$92.8K -1,628 -40%
ARMT
568
Amica Retiree Medical Trust
Rhode Island
$130K – – –
FANJ
569
Financial Architects (New Jersey)
New Jersey
$128K +$7.75K +136 +6%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$124K +$30.1K +528 +30%
LC
571
Lindbrook Capital
California
$117K +$124K +2,168 New
TCM
572
Tradewinds Capital Management
Washington
$114K – – –
CAPTRUST Financial Advisors
573
CAPTRUST Financial Advisors
North Carolina
$113K +$4.33K +76 +4%
HWA
574
Heritage Wealth Advisors
Virginia
$111K – – –
ER
575
Enlightenment Research
Florida
$108K +$114K +2,000 New