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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
676
Washington Trust Advisors
Massachusetts
$69.9M -$2.28M -13,550 -3%
MIM
677
Marco Investment Management
Georgia
$69.7M +$1.62M +9,623 +2%
AIM
678
Avity Investment Management
Connecticut
$69.7M -$7.89M -46,927 -11%
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$69.5M -$3.38M -20,080 -5%
SSWM
680
Smith Salley Wealth Management
North Carolina
$69.2M +$541K +3,215 +0.8%
S
681
SignatureFD
Georgia
$69M +$2.51M +14,943 +4%
DT
682
Diversified Trust
Tennessee
$69M -$1.03M -6,111 -2%
MSR
683
Main Street Research
Connecticut
$68.9M +$1.31M +7,780 +2%
MGIA
684
Moneta Group Investment Advisors
Missouri
$68.9M +$3.14M +18,669 +5%
OIA
685
OneDigital Investment Advisors
Kansas
$68.8M +$2.41M +14,317 +4%
BWP
686
Baldwin Wealth Partners
Massachusetts
$68.8M +$2.07M +12,335 +3%
IA
687
IFP Advisors
Florida
$68.7M +$62.3M +370,470 +101%
TAM
688
Taurus Asset Management
New York
$68.5M -$826K -4,910 -1%
GP
689
Girard Partners
Pennsylvania
$68.3M -$1.23M -7,300 -2%
JAIC
690
Josh Arnold Investment Consultant
Minnesota
$68.2M -$1.38M -8,205 -2%
CAM
691
Carret Asset Management
New York
$68M -$2.41M -14,359 -4%
PWP
692
Principle Wealth Partners
Connecticut
$67.5M -$600K -3,570 -0.9%
LWAC
693
Laurel Wealth Advisors (California)
California
$67.5M -$1.42M -8,417 -2%
RSWM
694
Robertson Stephens Wealth Management
California
$67.3M +$2.64M +15,687 +4%
EAM
695
Eagle Asset Management
Florida
$67.2M +$1.26M +7,496 +2%
HIA
696
Harbor Investment Advisory
Maryland
$66.9M -$473K -2,815 -0.7%
WC
697
Whitney & Co
New York
$66.8M -$825K -4,906 -1%
JIC
698
Joel Isaacson & Co
New York
$66.6M +$1.19M +7,088 +2%
FWM
699
Frontier Wealth Management
Missouri
$66.5M +$999K +5,943 +2%
LBC
700
Lowe Brockenbrough & Co
Virginia
$66.4M -$625K -3,714 -1%