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Name Holding Trade Value Shares
Change
Change in
Stake
EB
1876
Eastern Bank
Massachusetts
$575K -$40.1K -137 -6%
RAG
1877
RIA Advisory Group
Iowa
$574K -$1.2M -4,110 -67%
BHIA
1878
Birch Hill Investment Advisors
Massachusetts
$572K
IA
1879
Insight Advisors
Pennsylvania
$571K -$1.76K -6 -0.3%
CFP
1880
Catalyst Financial Partners
Massachusetts
$570K +$2.05K +7 +0.3%
LFA
1881
LGT Financial Advisors
Texas
$569K
CCG
1882
Catalina Capital Group
California
$569K +$231K +788 +65%
PCMH
1883
Polymer Capital Management (HK)
Hong Kong
$569K +$585K +2,000 New
UB
1884
Umpqua Bank
Oregon
$568K +$584K +1,997 New
CP
1885
Covenant Partners
Tennessee
$567K
GIM
1886
Gold Investment Management
Alberta, Canada
$566K
HAG
1887
HF Advisory Group
Maryland
$566K -$45.9K -157 -7%
SIC
1888
Samalin Investment Counsel
New York
$565K -$90.7K -310 -14%
CTA
1889
Colonial Trust Advisors
South Carolina
$564K +$14.6K +50 +3%
FWIA
1890
Fort Washington Investment Advisors
Ohio
$563K
1WA
1891
180 Wealth Advisors
Washington
$562K -$3.22K -11 -0.6%
CWM
1892
Circle Wealth Management
New Jersey
$560K +$38.9K +133 +7%
3F
1893
360 Financial
Minnesota
$560K
RFS
1894
Richardson Financial Services
Massachusetts
$560K +$140K +480 +32%
CFMC
1895
Curbstone Financial Management Corp
New Hampshire
$558K -$14.6K -50 -2%
SPI
1896
Santori & Peters Inc
Pennsylvania
$557K +$4.39K +15 +0.8%
ITIM
1897
Indiana Trust & Investment Management
Indiana
$557K
DAM
1898
Doheny Asset Management
California
$556K -$14.6K -50 -2%
MIC
1899
Maxi Investments CY
Cyprus
$556K +$572K +1,955 New
CSC
1900
Caldwell Sutter Capital
California
$555K -$24K -82 -4%