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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Sutton Wealth Advisors
Florida
$80.8K
RWA
852
Ropes Wealth Advisors
Massachusetts
$78K
PMFA
853
Plante Moran Financial Advisors
Michigan
$76K -$3.46K -39 -4%
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$70K +$67.9K +765 New
CFA
855
Carroll Financial Associates
North Carolina
$69K
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K
AIM
857
Anchor Investment Management
South Carolina
$65.3K
LFA
858
Legacy Financial Advisors
Kentucky
$61K -$25.8K -291 -30%
CAM
859
CenterStar Asset Management
Illinois
$61K
MCM
860
Manchester Capital Management
Vermont
$60K
ST
861
Smithfield Trust
Pennsylvania
$59K -$48.9K -551 -46%
FHA
862
Flagship Harbor Advisors
Massachusetts
$59K +$2.31K +26 +4%
NFG
863
Next Financial Group
Texas
$58K +$56.4K +636 New
IFAM
864
Institutional & Family Asset Management
Colorado
$54K -$887 -10 -2%
SIM
865
Sonora Investment Management
Arizona
$54K
TSW
866
Thompson Siegel & Walmsley
Virginia
$53K
JCM
867
Jacobi Capital Management
Pennsylvania
$53K +$22.1K +249 +76%
MPIA
868
Mountain Pacific Investment Advisers
Idaho
$50K +$48.8K +550 New
MYIA
869
Mount Yale Investment Advisors
Colorado
$49K
KJWM
870
Kiley Juergens Wealth Management
Washington
$48K -$4.44K -50 -9%
AWM
871
AllSquare Wealth Management
New York
$47K
MRCM
872
M&R Capital Management
New Jersey
$46K
PFPT
873
Pinnacle Financial Partners (Tennessee)
Tennessee
$46K
CI
874
CX Institutional
Indiana
$45K
BBA
875
Braun-Bostich & Associates
Pennsylvania
$43K +$41.9K +472 New