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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
701
Front Row Advisors
California
$153K – – –
NFG
702
Next Financial Group
Texas
$145K +$54.9K +866 +66%
HPC
703
HM Payson & Co
Maine
$143K – – –
BAM
704
Belpointe Asset Management
Nevada
$142K +$4.56K +72 +3%
ARMC
705
American Research & Management Company
Massachusetts
$139K – – –
TWA
706
TCI Wealth Advisors
Arizona
$138K -$9.25K -146 -7%
SA
707
SRH Advisors
Kansas
$138K – – –
ME
708
McIlrath & Eck
Washington
$133K +$507 +8 +0.4%
T
709
TOBAM
France
$131K – – –
AF
710
Advisornet Financial
Minnesota
$130K +$14.6K +230 +13%
TSW
711
Thompson Siegel & Walmsley
Virginia
$122K – – –
WTA
712
Washington Trust Advisors
Massachusetts
$119K +$114K +1,806 New
ATC
713
Adirondack Trust Company
New York
$118K – – –
FMP
714
Financial Management Professionals
Texas
$117K +$109K +1,722 +4,100%
CT
715
Caldwell Trust
Florida
$113K -$30.5K -482 -22%
APP
716
Alpha Paradigm Partners
Illinois
$112K – – –
PCFFS
717
Pacific Center for Financial Services
California
$111K – – –
PO
718
Private Ocean
California
$111K – – –
CPA
719
Cowen Prime Advisors
New York
$106K – – –
FF
720
FourThought Financial
Florida
$106K – – –
C
721
Covestor
United Kingdom
$105K +$100K +1,584 New
FCFS
722
First Command Financial Services
Texas
$101K -$2.41K -38 -2%
TCOV
723
Trust Company of Vermont
Vermont
$100K +$95.7K +1,510 New
MAWCM
724
Mine & Arao Wealth Creation & Management
California
$99K -$380 -6 -0.4%
FCB
725
First Command Bank
Texas
$99K – – –