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Name Holding Trade Value Shares
Change
Change in
Stake
HK
526
Horizon Kinetics
New York
$222K – – –
FANJ
527
Financial Architects (New Jersey)
New Jersey
$219K -$16.2K -240 -7%
SXL
528
Summit X LLC
Missouri
$218K +$226K +3,357 New
BRF
529
B. Riley Financial
California
$217K +$225K +3,339 New
GP
530
Girard Partners
Pennsylvania
$212K +$337 +5 +0.2%
FWM
531
Focused Wealth Management
New York
$209K – – –
ACM
532
AlphaStar Capital Management
North Carolina
$209K +$217K +3,214 New
VIA
533
Vident Investment Advisory
Georgia
$206K +$214K +3,169 New
TW
534
Transform Wealth
Colorado
$204K +$211K +3,135 New
CL
535
CPWM LLC
Washington
$202K -$55.4K -822 -21%
TG
536
TLP Group
Illinois
$175K -$61.7K -915 -25%
CHP
537
Cable Hill Partners
Oregon
$174K +$180K +2,666 New
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$163K +$13.7K +203 +9%
WTB
539
Washington Trust Bank
Washington
$163K +$48.9K +725 +41%
First Manhattan
540
First Manhattan
New York
$155K – – –
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$152K – – –
EWM
542
Evercore Wealth Management
New York
$140K -$2.7K -40 -2%
CCM
543
Cribstone Capital Management
Maine
$137K +$12.5K +186 +10%
WAM
544
Wealthspire Advisors (Maryland)
Maryland
$132K +$1.82K +27 +1%
ARMT
545
Amica Retiree Medical Trust
Rhode Island
$131K +$136K +2,016 New
AIM
546
Anchor Investment Management
South Carolina
$130K -$13.5K -200 -9%
BFEC
547
Benjamin F. Edwards & Company
Missouri
$125K -$30.3K -449 -19%
AWM
548
Avior Wealth Management
Nebraska
$124K +$2.36K +35 +2%
GEA
549
Glen Eagle Advisors
New Jersey
$107K -$6.74K -100 -6%
RFWA
550
RPg Family Wealth Advisory
Massachusetts
$105K +$26.5K +393 +32%