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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
576
Shorepoint Capital Partners
Massachusetts
$684K +$239K +1,033 +55%
FI
577
FormulaFolio Investments
Michigan
$683K +$194K +840 +40%
S
578
Seeyond
France
$680K -$313K -1,357 -32%
RMCM
579
Reynders McVeigh Capital Management
Massachusetts
$667K -$2.95M -12,771 -82%
IA
580
IFG Advisory
Georgia
$667K -$12.9K -56 -2%
RG
581
Renaissance Group
Kentucky
$660K -$18.2M -79,004 -97%
DA
582
Dillon & Associates
Michigan
$657K -$13.9K -60 -2%
UBG
583
United Bank (Georgia)
Georgia
$657K +$189K +818 +41%
FNBT
584
FineMark National Bank & Trust
Florida
$656K +$160K +692 +33%
TCOV
585
Trust Company of Vermont
Vermont
$654K -$49.6K -215 -7%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$651K -$57K -247 -8%
GC
587
Grace Capital
Massachusetts
$643K – – –
CAM
588
Covenant Asset Management
New Jersey
$642K -$533K -2,308 -46%
AAM
589
Azzad Asset Management
Virginia
$635K +$258K +1,117 +70%
FHA
590
Flagship Harbor Advisors
Massachusetts
$632K -$56.3K -244 -8%
PNAA
591
Pictet North America Advisors
Switzerland
$631K +$623K +2,700 New
RGC
592
Roberts, Glore & Co
Illinois
$627K +$41.6K +180 +7%
MCC
593
Malaga Cove Capital
California
$626K -$11.1K -48 -2%
DADC
594
D.A. Davidson & Co
Montana
$618K -$4.6M -19,917 -88%
CC
595
ClearArc Capital
Ohio
$616K -$91.4K -396 -13%
EGA
596
Eagle Global Advisors
Texas
$614K – – –
DWM
597
Dakota Wealth Management
Florida
$610K – – –
TAM
598
Tiverton Asset Management
Delaware
$610K +$400K +1,732 +197%
BWM
599
Baystate Wealth Management
Massachusetts
$606K -$3.46K -15 -0.6%
WF
600
Welch & Forbes
Massachusetts
$603K -$223K -965 -27%