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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
726
Willow Creek Wealth Management
California
$232K
Fiera Capital (Canada)
727
Fiera Capital (Canada)
Quebec, Canada
$232K +$692 +19 +0.3%
PWW
728
Pettyjohn Wood & White
Virginia
$232K +$3.02K +83 +1%
LOAME
729
Lombard Odier Asset Management (Europe)
United Kingdom
$232K +$233K +6,393 New
BG
730
Bollard Group
Massachusetts
$231K -$29.4K -806 -11%
WT
731
Washington Trust
Rhode Island
$229K -$222K -6,100 -49%
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$229K -$2.8K -77 -1%
CYG
733
Clean Yield Group
Vermont
$228K -$7.28K -200 -3%
MAA
734
Matrix Asset Advisors
New York
$225K
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$225K +$10.5K +287 +5%
BS
736
Boenning & Scattergood
Pennsylvania
$224K +$1.35K +37 +0.6%
GWM
737
Geneos Wealth Management
Colorado
$224K +$1.6K +44 +0.7%
LNB
738
Ledyard National Bank
$223K
S
739
SimplyRich
California
$223K +$6.55K +180 +3%
EF
740
Empirical Finance
Pennsylvania
$223K +$223K +6,126 New
Fayez Sarofim & Co
741
Fayez Sarofim & Co
Texas
$222K -$12.6K -346 -5%
SWM
742
SeaCrest Wealth Management
New York
$222K -$2.8K -77 -1%
CAM
743
Cresset Asset Management
Illinois
$222K +$19.6K +537 +10%
HCA
744
Horan Capital Advisors
Ohio
$220K
SC
745
Savant Capital
Illinois
$219K -$7.68K -211 -3%
FMLI
746
Fukoku Mutual Life Insurance
Japan
$218K
O
747
Ossiam
France
$216K -$279K -7,649 -56%
ST
748
Sabal Trust
Florida
$215K
CSPIA
749
Cary Street Partners Investment Advisory
Virginia
$215K +$216K +5,921 New
NFG
750
Nations Financial Group
Iowa
$214K