Name Holding Trade Value Shares
Change
Change in
Stake
BWP
951
Baldwin Wealth Partners
Massachusetts
$22.4K – – –
PP
952
Pacifica Partners
Canada
$22K +$7.47K +23 +55%
CAL
953
Capital Advisors Ltd
Ohio
$22K +$13.3K +41 +171%
GKIM
954
GW&K Investment Management
Massachusetts
$22K +$21.1K +65 New
WAM
955
Worth Asset Management
Texas
$21.4K – – –
USB
956
Union Savings Bank
Connecticut
$20.4K +$20.8K +64 New
SIA
957
Sit Investment Associates
Minnesota
$19K – – –
CYG
958
Clean Yield Group
Vermont
$17.6K – – –
RFA
959
Register Financial Advisors
Georgia
$17.3K -$16.2K -50 -50%
NFSG
960
Newbridge Financial Services Group
Florida
$16.5K – – –
M
961
MOTCO
Texas
$16.2K +$2.27K +7 +18%
FMP
962
Financial Management Professionals
Texas
$16K -$4.22K -13 -22%
TF
963
TimeScale Financial
Massachusetts
$15.2K – – –
SFG
964
Steward Financial Group
Texas
$15K -$325 -1 -2%
BG
965
Bollard Group
Massachusetts
$15K +$14K +43 New
CWM
966
Cranbrook Wealth Management
Michigan
$14.8K – – –
TIM
967
Tortoise Investment Management
New York
$14.8K – – –
ME
968
McIlrath & Eck
Washington
$14.5K – – –
WTA
969
Washington Trust Advisors
Massachusetts
$14.2K – – –
VNA
970
Valley National Advisers
Pennsylvania
$14K – – –
JWM
971
Janiczek Wealth Management
Colorado
$13.5K – – –
JFGIW
972
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8K +$12K +37 New
AWM
973
Abound Wealth Management
Tennessee
$12.4K +$4.22K +13 +57%
RWM
974
Raffa Wealth Management
District of Columbia
$11.7K – – –
EARNEST Partners
975
EARNEST Partners
Georgia
$11.4K – – –