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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Rampart Investment Management
Connecticut
$761K +$585K +2,213 +374%
MME
627
Meag Munich Ergo
Germany
$760K
Wealth Enhancement Advisory Services
628
Wealth Enhancement Advisory Services
Minnesota
$756K +$732K +2,767 New
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$755K -$21.9K -83 -3%
BTW
630
Boston Trust Walden
Massachusetts
$753K +$14.5K +55 +2%
PL
631
Plancorp LLC
Missouri
$750K
NFC
632
Northeast Financial Consultants
Connecticut
$744K
RIA
633
RPG Investment Advisory
California
$739K -$11.9K -45 -2%
PCP
634
Proficio Capital Partners
Massachusetts
$734K -$2.38K -9 -0.4%
CIAS
635
Capital Investment Advisory Services
North Carolina
$721K -$33.1K -125 -4%
ICA
636
Infrastructure Capital Advisors
New York
$719K +$26.4K +100 +4%
FAM
637
Fortaleza Asset Management
Illinois
$714K +$383K +1,450 +123%
PCM
638
Prelude Capital Management
New York
$697K -$278K -1,050 -29%
BCM
639
Brown Capital Management
Maryland
$695K +$10.6K +40 +2%
BCM
640
Boltwood Capital Management
California
$694K +$26.4K +100 +4%
WPW
641
Waldron Private Wealth
Pennsylvania
$693K -$123K -465 -15%
DWA
642
Douglass Winthrop Advisors
New York
$692K
BWM
643
BerganKDV Wealth Management
Minnesota
$687K +$669K +2,531 New
NB
644
Nicolet Bankshares
Wisconsin
$671K +$185K +700 +40%
DPIM
645
Duff & Phelps Investment Management
Illinois
$670K -$47.6K -180 -7%
BA
646
Boston Advisors
Massachusetts
$663K -$770K -2,913 -54%
RGC
647
Roberts, Glore & Co
Illinois
$662K +$18.5K +70 +3%
ACP
648
Ashfield Capital Partners
California
$655K -$2.45M -9,252 -79%
BCMO
649
Buckingham Capital Management (Ohio)
Ohio
$653K -$12.4K -47 -2%
Truist Financial
650
Truist Financial
North Carolina
$652K -$288K -1,090 -31%