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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2051
HHM Wealth Advisors
Tennessee
$196K -$2.13K -12 -1%
EDRH
2052
Edmond de Rothschild Holding
Switzerland
$195K
GFPC
2053
Global Financial Private Client
Florida
$193K -$9.23K -52 -5%
MSFP
2054
Mark Sheptoff Financial Planning
Connecticut
$188K -$160K -900 -46%
USB
2055
Union Savings Bank
Connecticut
$185K +$175K +987 New
CYG
2056
Clean Yield Group
Vermont
$183K -$17.8K -100 -9%
PMFA
2057
Plante Moran Financial Advisors
Michigan
$181K
CLOS
2058
Compagnie Lombard Odier SCmA
Switzerland
$181K +$180K +1,011 New
MG
2059
MilWealth Group
Wisconsin
$178K
MCM
2060
MV Capital Management
Maryland
$176K -$11.2K -63 -6%
ADL
2061
Asset Dedication LLC
California
$176K +$6.04K +34 +4%
BCMLT
2062
Beacon Capital Management LLC (Tennessee)
Tennessee
$175K +$10.8K +61 +7%
IFAM
2063
Institutional & Family Asset Management
Colorado
$173K -$14K -79 -8%
SSG
2064
Summit Securities Group
New York
$170K -$86.1K -485 -34%
WIM
2065
Westside Investment Management
California
$170K
SWA
2066
Sutton Wealth Advisors
Florida
$163K -$9.77K -55 -6%
AA
2067
Addison Advisors
Vermont
$162K +$10.3K +58 +7%
TFA
2068
Toth Financial Advisory
Virginia
$161K -$3.37K -19 -2%
MTIC
2069
Missouri Trust & Investment Company
Missouri
$161K +$38.2K +215 +31%
PH
2070
Pinnacle Holdings
Oklahoma
$160K -$2.66K -15 -2%
RFG
2071
RFP Financial Group
Georgia
$157K +$133K +750 +595%
EBA
2072
Eagle Bay Advisors
New York
$155K -$17.4K -98 -10%
CA
2073
Crewe Advisors
Utah
$154K -$48.5K -273 -24%
LF
2074
Lee Financial
Texas
$151K -$4.62K -26 -3%
MA
2075
MCF Advisors
Kentucky
$151K