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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
901
TD Private Client Wealth
New York
$185K -$831K -10,263 -83%
BTI
902
Blue Trust Inc
Georgia
$184K -$4.62K -57 -3%
HWA
903
Heritage Wealth Advisors
Virginia
$184K
MA
904
Montag & Associates
Georgia
$180K -$56.7K -700 -26%
NRG
905
Nemes Rush Group
Michigan
$180K
CT
906
Caldwell Trust
Florida
$177K -$7.77K -96 -5%
WTA
907
Washington Trust Advisors
Massachusetts
$163K -$2.19K -27 -1%
CH
908
Cromwell Holdings
Wyoming
$159K
AF
909
Advisornet Financial
Minnesota
$158K +$3.4K +42 +2%
SIM
910
Sentry Investment Management
Wisconsin
$158K -$9.96K -123 -7%
HFS
911
Hughes Financial Services
Virginia
$158K
CCA
912
Catalyst Capital Advisors
New York
$156K -$6.07K -75 -4%
OL
913
OneFund LLC
Florida
$154K +$4.78K +59 +4%
GIA
914
GHP Investment Advisors
Colorado
$151K
HIA
915
Harbor Investment Advisory
Maryland
$149K +$3.81K +47 +3%
TF
916
Tompkins Financial
New York
$148K
FDCP
917
Foster Dykema Cabot & Partners
Massachusetts
$147K
A
918
AlphaQuest
New York
$147K +$810 +10 +0.6%
SA
919
SRH Advisors
Kansas
$144K
CFO
920
CVA Family Office
Colorado
$143K -$4.54K -56 -3%
PP
921
Pacifica Partners
Canada
$143K
PFBT
922
Parkside Financial Bank & Trust
Missouri
$138K -$81 -1 -0.1%
MG
923
Mather Group
Illinois
$138K +$124K +1,531 New
KB
924
Kimelman & Baird
New York
$135K
GPI
925
General Partner Inc
Pennsylvania
$130K