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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$653K -$10.4K -236 -2%
PT
602
Plimoth Trust
Massachusetts
$651K -$5.75K -130 -0.9%
FRM
603
Fox Run Management
Connecticut
$651K +$659K +14,882 New
ZIC
604
ZWJ Investment Counsel
Georgia
$641K -$70.4K -1,590 -10%
PWLP
605
Prio Wealth Limited Partnership
Massachusetts
$641K -$17.7K -400 -3%
BFS
606
Bradley Foster & Sargent
Connecticut
$641K +$3.58K +81 +0.6%
WTC
607
WhitTier Trust Company
Nevada
$635K -$10.3K -233 -2%
SHWM
608
Smith & Howard Wealth Management
Georgia
$632K -$310K -7,000 -33%
AC
609
Arjuna Capital
North Carolina
$620K +$5.62K +127 +0.9%
S
610
SignatureFD
Georgia
$620K +$10.4K +236 +2%
WP
611
WMS Partners
Maryland
$617K -$9.29K -210 -1%
P
612
Pitcairn
Pennsylvania
$612K +$94.6K +2,137 +18%
GC
613
Gratus Capital
Georgia
$607K
IAMOG
614
Investors Asset Management of Georgia
Georgia
$606K
GFPC
615
Global Financial Private Capital
Florida
$603K +$610K +13,791 New
MIM
616
Montgomery Investment Management
Maryland
$587K
CAG
617
Csenge Advisory Group
Florida
$585K +$592K +13,370 New
LNB
618
Ledyard National Bank
$577K
WT
619
Washington Trust
Rhode Island
$566K -$2.57K -58 -0.4%
HBWM
620
Hollow Brook Wealth Management
New York
$546K
Bessemer Group
621
Bessemer Group
New Jersey
$544K -$92.3K -2,086 -14%
NWP
622
Northstar Wealth Partners
Connecticut
$544K +$448K +10,134 New
BFA
623
Bragg Financial Advisors
North Carolina
$541K +$204K +4,620 +60%
GWM
624
Geneos Wealth Management
Colorado
$540K -$47.5K -1,074 -8%
NB
625
Nicolet Bankshares
Wisconsin
$538K +$126K +2,836 +30%