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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Sit Investment Associates
Minnesota
$62K -$146K -3,700 -69%
WT
602
Washington Trust
Rhode Island
$62K +$67.2K +1,700 New
CHC
603
City Holding Co
West Virginia
$61K
Legal & General Group
604
Legal & General Group
United Kingdom
$59K
FPS
605
Fieldpoint Private Securities
Connecticut
$57K
RFA
606
Reilly Financial Advisors
California
$56K
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$53K +$15.6K +395 +37%
VFA
608
Valeo Financial Advisors
Indiana
$51K -$13.2K -334 -21%
LFA
609
Legacy Financial Advisors
Kentucky
$48K -$1.82K -46 -3%
CAC
610
Certified Advisory Corp
Florida
$47K
WAM
611
Wealthspire Advisors (Maryland)
Maryland
$42K -$119 -3 -0.3%
CDIA
612
Capital Directions Investment Advisors
Georgia
$42K +$45.4K +1,150 New
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$40K -$4.15K -105 -9%
B
614
Bridgeworth
Alabama
$39K +$43.1K +1,091 New
WIM
615
Westside Investment Management
California
$38.4K -$751 -19 -2%
LWA
616
Lenox Wealth Advisors
New York
$38K -$10.4K -262 -20%
WF
617
WealthTrust Fairport
Ohio
$38K
WEC
618
Winslow Evans & Crocker
Massachusetts
$32K
SIM
619
Sonora Investment Management
Arizona
$32K +$2.77K +70 +9%
SWP
620
Strategic Wealth Partners
Ohio
$31K -$3.28K -83 -9%
CFG
621
CKW Financial Group
Hawaii
$30K
PFA
622
Pathway Financial Advisors
Vermont
$29K
POIA
623
Pin Oak Investment Advisors
Texas
$27K
AIP
624
Ameritas Investment Partners
Nebraska
$25K
CFG
625
Citizens Financial Group
Rhode Island
$25K +$909 +23 +3%