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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
1651
Prio Wealth Limited Partnership
Massachusetts
$1.24M -$77.7K -1,489 -6%
OPA
1652
Old Port Advisors
Maine
$1.24M +$276K +5,293 +30%
RAM
1653
Redmond Asset Management
Virginia
$1.23M +$309K +5,921 +33%
FFA
1654
Freedman Financial Associates
Massachusetts
$1.23M -$46.2K -885 -4%
LFA
1655
Legacy Financial Advisors
Kentucky
$1.23M +$91.3K +1,750 +8%
RWA
1656
Ropes Wealth Advisors
Massachusetts
$1.22M -$1.21M -23,209 -50%
CCMIC
1657
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.22M +$36K +690 +3%
LWCFA
1658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.22M +$162K +3,100 +15%
ORC
1659
O'Rourke & Company
Massachusetts
$1.22M +$1.22M +23,428 New
BW
1660
Bison Wealth
Georgia
$1.22M -$182K -3,489 -13%
CASB
1661
Cape Ann Savings Bank
Massachusetts
$1.22M -$225K -4,313 -16%
BIA
1662
Bigelow Investment Advisors
Maine
$1.22M -$26.1K -500 -2%
WI
1663
Wedgewood Investors
Pennsylvania
$1.21M -$2.3K -44 -0.2%
HWIS
1664
Hancock Whitney Investment Services
Louisiana
$1.21M +$1.21M +23,231 New
FIM
1665
Freedom Investment Management
Connecticut
$1.21M -$354K -6,781 -23%
DFA
1666
Delta Financial Advisors
Louisiana
$1.2M -$98.2K -1,883 -8%
VFPI
1667
Vantage Financial Partners (Illinois)
Illinois
$1.2M +$43K +825 +4%
RI
1668
Ridgewood Investments
New Jersey
$1.2M +$98K +1,879 +9%
WPW
1669
Waldron Private Wealth
Pennsylvania
$1.2M -$20.3K -390 -2%
CAC
1670
Certified Advisory Corp
Florida
$1.2M +$43.4K +832 +4%
CA
1671
Continuum Advisory
Idaho
$1.2M +$87.8K +1,682 +8%
BFM
1672
Boothbay Fund Management
New York
$1.2M +$1.2M +23,045 New
LCC
1673
Lincoln Capital Corp
Rhode Island
$1.2M +$1.2M +22,997 New
WMP
1674
Wealth Management Partners
Arizona
$1.19M -$94.7K -1,815 -7%
CFN
1675
Cordasco Financial Network
Florida
$1.19M -$50.4K -966 -4%