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Name Holding Trade Value Shares
Change
Change in
Stake
PT
1201
Plimoth Trust
Massachusetts
$404K +$427K +1,464 New
CAIMH
1202
Central Asset Investments & Management Holdings
Hong Kong
$403K -$949K -3,250 -69%
RMDI
1203
R.M. Davis Inc
Maine
$401K +$7.88K +27 +2%
BSB
1204
Bangor Savings Bank
Maine
$400K +$53.4K +183 +14%
AC
1205
Avestar Capital
New York
$399K +$138K +474 +49%
BAS
1206
Brown Advisory Securities
Maryland
$398K -$104K -355 -20%
HHGA
1207
Halbert Hargrove Global Advisors
California
$397K -$292 -1 -0.1%
LSAG
1208
Lake Street Advisors Group
New Hampshire
$396K +$15.2K +52 +3%
PVH
1209
Psagot Value Holdings
Israel
$394K +$12.6K +43 +3%
GLI
1210
Guardian Life Insurance
New York
$393K +$4.67K +16 +1%
SFG
1211
Sather Financial Group
Texas
$390K +$413K +1,415 New
MC
1212
Machina Capital
France
$389K +$411K +1,408 New
RWA
1213
Ropes Wealth Advisors
Massachusetts
$388K -$35K -120 -8%
AWM
1214
Alterna Wealth Management
Texas
$386K -$45K -154 -10%
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$386K +$204K +700 +100%
HAM
1216
Highstreet Asset Management
Ontario, Canada
$383K -$878K -3,009 -68%
POIA
1217
Pin Oak Investment Advisors
Texas
$382K +$3.21K +11 +0.8%
GSWM
1218
Golden State Wealth Management
California
$380K -$140K -480 -26%
MCM
1219
McKinley Capital Management
Alaska
$380K -$25.7K -88 -6%
RFA
1220
Reilly Financial Advisors
California
$379K +$253K +865 +171%
HCM
1221
Howland Capital Management
Massachusetts
$379K +$401K +1,373 New
CCM
1222
Coldstream Capital Management
Washington
$376K -$37.7K -129 -9%
CASB
1223
Cape Ann Savings Bank
Massachusetts
$376K +$96.9K +332 +32%
SIAP
1224
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$375K
WCA
1225
Westover Capital Advisors
Delaware
$373K -$27.1K -93 -6%