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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
876
Sterling Capital Management
North Carolina
$165K +$21.5K +289 +15%
HPC
877
HM Payson & Co
Maine
$162K
BTI
878
Blue Trust Inc
Georgia
$159K +$19.2K +258 +14%
CT
879
Caldwell Trust
Florida
$157K
WR
880
WD Rutherford
Oregon
$156K +$153K +2,065 New
HWA
881
Heritage Wealth Advisors
Virginia
$155K
NRG
882
Nemes Rush Group
Michigan
$152K -$5.2K -70 -3%
MSE
883
MUFG Securities EMEA
United Kingdom
$146K +$143K +1,927 New
WTA
884
Washington Trust Advisors
Massachusetts
$140K
HFS
885
Hughes Financial Services
Virginia
$138K
CCA
886
Catalyst Capital Advisors
New York
$137K +$56.4K +760 +72%
SIM
887
Sentry Investment Management
Wisconsin
$135K
CH
888
Cromwell Holdings
Wyoming
$135K -$19.4K -261 -13%
AF
889
Advisornet Financial
Minnesota
$130K +$21.7K +292 +21%
GIA
890
GHP Investment Advisors
Colorado
$127K +$58.2K +784 +88%
TF
891
Tompkins Financial
New York
$125K +$29.7K +400 +32%
FDCP
892
Foster Dykema Cabot & Partners
Massachusetts
$125K
OL
893
OneFund LLC
Florida
$125K +$122K +1,649 New
CFO
894
CVA Family Office
Colorado
$125K +$37.6K +506 +44%
T
895
Tidemark
California
$123K
A
896
AlphaQuest
New York
$123K -$225K -3,036 -65%
HIA
897
Harbor Investment Advisory
Maryland
$122K +$56.2K +757 +89%
SA
898
SRH Advisors
Kansas
$121K
PP
899
Pacifica Partners
Canada
$120K
TFGT
900
TS Financial Group (TSFG)
Illinois
$119K