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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
876
HM Payson & Co
Maine
$162K – – –
BTI
877
Blue Trust Inc
Georgia
$159K +$19.2K +258 +14%
CT
878
Caldwell Trust
Florida
$157K – – –
WR
879
WD Rutherford
Oregon
$156K +$153K +2,065 New
HWA
880
Heritage Wealth Advisors
Virginia
$155K – – –
NRG
881
Nemes Rush Group
Michigan
$152K -$5.2K -70 -3%
MSE
882
MUFG Securities EMEA
United Kingdom
$146K +$143K +1,927 New
WTA
883
Washington Trust Advisors
Massachusetts
$140K – – –
HFS
884
Hughes Financial Services
Virginia
$138K – – –
CCA
885
Catalyst Capital Advisors
New York
$137K +$56.4K +760 +72%
SIM
886
Sentry Investment Management
Wisconsin
$135K – – –
CH
887
Cromwell Holdings
Wyoming
$135K -$19.4K -261 -13%
AF
888
Advisornet Financial
Minnesota
$130K +$21.7K +292 +21%
GIA
889
GHP Investment Advisors
Colorado
$127K +$58.2K +784 +88%
TF
890
Tompkins Financial
New York
$125K +$29.7K +400 +32%
FDCP
891
Foster Dykema Cabot & Partners
Massachusetts
$125K – – –
OL
892
OneFund LLC
Florida
$125K +$122K +1,649 New
CFO
893
CVA Family Office
Colorado
$125K +$37.6K +506 +44%
T
894
Tidemark
California
$123K – – –
A
895
AlphaQuest
New York
$123K -$225K -3,036 -65%
HIA
896
Harbor Investment Advisory
Maryland
$122K +$56.2K +757 +89%
SA
897
SRH Advisors
Kansas
$121K – – –
PP
898
Pacifica Partners
Canada
$120K – – –
TFGT
899
TS Financial Group (TSFG)
Illinois
$119K – – –
PFBT
900
Parkside Financial Bank & Trust
Missouri
$116K +$29.5K +397 +35%