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Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
SRH Advisors
Kansas
$173K
AW
552
Alpha Windward
Massachusetts
$171K -$48.9K -858 -21%
RA
553
Rational Advisors
New York
$162K -$14.9K -262 -8%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$159K +$14.5K +254 +9%
RWA
555
Ropes Wealth Advisors
Massachusetts
$150K
AF
556
Arrow Financial
New York
$145K
CAM
557
Columbia Asset Management
Michigan
$142K +$186K +3,254 +180%
PCM
558
Prelude Capital Management
New York
$138K +$145K +2,548 New
KPW
559
Kore Private Wealth
New York
$137K +$143K +2,514 New
FRA
560
Front Row Advisors
California
$133K
TAM
561
Tiverton Asset Management
Delaware
$133K
MF
562
MHI Funds
New York
$130K -$92.8K -1,628 -40%
ARMT
563
Amica Retiree Medical Trust
Rhode Island
$130K
FANJ
564
Financial Architects (New Jersey)
New Jersey
$128K +$7.75K +136 +6%
WAM
565
Wealthspire Advisors (Maryland)
Maryland
$124K +$30.1K +528 +30%
LC
566
Lindbrook Capital
California
$117K +$124K +2,168 New
TCM
567
Tradewinds Capital Management
Washington
$114K
CAPTRUST Financial Advisors
568
CAPTRUST Financial Advisors
North Carolina
$113K +$4.33K +76 +4%
HWA
569
Heritage Wealth Advisors
Virginia
$111K
ER
570
Enlightenment Research
Florida
$108K +$114K +2,000 New
VFA
571
Valeo Financial Advisors
Indiana
$107K -$57K -1,000 -34%
PA
572
Perennial Advisors
New York
$105K -$1.03K -18 -0.9%
AOWM
573
Alpha Omega Wealth Management
Virginia
$105K
TWA
574
TCI Wealth Advisors
Arizona
$104K +$342 +6 +0.3%
TSW
575
Thompson Siegel & Walmsley
Virginia
$103K