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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
601
Monetary Management Group
Missouri
$689K
1832 Asset Management
602
1832 Asset Management
Ontario, Canada
$683K +$683 +16 +0.1%
CC
603
Courier Capital
New York
$672K
KWM
604
Kingsview Wealth Management
Oregon
$666K +$351K +8,222 +118%
BAM
605
Berkshire Asset Management
Pennsylvania
$664K +$94.3K +2,210 +17%
CG
606
Colony Group
Massachusetts
$664K +$646K +15,136 New
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$660K
PT
608
Plimoth Trust
Massachusetts
$658K +$641K +15,012 New
WTC
609
WhitTier Trust Company
Nevada
$647K +$6.32K +148 +1%
BFS
610
Bradley Foster & Sargent
Connecticut
$640K +$43.3K +1,014 +7%
ABC
611
Associated Banc-Corp
Wisconsin
$636K
Bessemer Group
612
Bessemer Group
New Jersey
$636K +$69.5K +1,628 +13%
WP
613
WMS Partners
Maryland
$628K -$7.85K -184 -1%
AC
614
Arjuna Capital
North Carolina
$616K +$599K +14,040 New
RP
615
Rice Partnership
Hawaii
$614K +$598K +14,000 New
S
616
SignatureFD
Georgia
$611K +$122K +2,852 +26%
GC
617
Gratus Capital
Georgia
$609K
IAMOG
618
Investors Asset Management of Georgia
Georgia
$608K -$6.4K -150 -1%
EDRH
619
Edmond de Rothschild Holding
Switzerland
$596K -$30K -704 -5%
EWM
620
Evermay Wealth Management
Virginia
$593K +$576K +13,502 New
GWM
621
Geneos Wealth Management
Colorado
$589K +$58.6K +1,374 +11%
MIM
622
Montgomery Investment Management
Maryland
$588K
FANJ
623
Financial Architects (New Jersey)
New Jersey
$580K -$27.3K -640 -5%
LNB
624
Ledyard National Bank
$578K +$64.4K +1,508 +13%
BL
625
Balentine LLC
Georgia
$576K