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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1001
Icon Wealth Advisors
Texas
$133K -$3.92K -29 -3%
AT
1002
Arlington Trust
Alabama
$133K
GWM
1003
Geneos Wealth Management
Colorado
$131K -$22.5K -166 -15%
LFASL
1004
Lugano Financial Advisors SA (LFA)
Switzerland
$130K
EWA
1005
EverSource Wealth Advisors
Alabama
$129K +$4.06K +30 +3%
OC
1006
Oarsman Capital
Wisconsin
$121K
WTA
1007
Washington Trust Advisors
Massachusetts
$121K +$2.03K +15 +2%
MFA
1008
McClarren Financial Advisors
Pennsylvania
$120K +$121K +898 New
C
1009
Covestor
United Kingdom
$119K +$16.4K +121 +16%
TFA
1010
Toth Financial Advisory
Virginia
$118K
LI
1011
LRI Investments
Florida
$118K
SN
1012
Sittner & Nelson
Oregon
$117K -$3.52K -26 -3%
GWSG
1013
GPS Wealth Strategies Group
Colorado
$117K
GK
1014
Graney & King
New York
$116K +$116K +861 New
AGWCA
1015
Annis Gardner Whiting Capital Advisors
Florida
$115K -$947 -7 -0.8%
BIG
1016
Brooklyn Investment Group
New York
$115K +$2.3K +17 +2%
SAM
1017
Sherman Asset Management
California
$112K +$113K +832 New
CAL
1018
Capital Advisors Ltd
Ohio
$110K
MPWT
1019
MassMutual Private Wealth & Trust
Connecticut
$108K +$16.9K +125 +18%
ATC
1020
Adirondack Trust Company
New York
$105K
SFCL
1021
Strengthening Families & Communities LLC
Massachusetts
$104K -$2.35M -17,350 -96%
HIIFS
1022
Harel Insurance Investments & Financial Services
Israel
$104K
CBT
1023
Crews Bank & Trust
Florida
$100K +$101K +747 New
LS
1024
Livforsakringsbolaget Skandia
Sweden
$100K
TCM
1025
Tradewinds Capital Management
Washington
$98.9K +$271 +2 +0.3%