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Name Holding Trade Value Shares
Change
Change in
Stake
GD
701
Grandfield & Dodd
New York
$474K -$14.4K -50 -3%
RMDI
702
R.M. Davis Inc
Maine
$473K +$2.87K +10 +0.7%
DWT
703
Dorsey & Whitney Trust
South Dakota
$472K +$27.6K +96 +7%
SWM
704
SVA Wealth Management
Wisconsin
$471K -$5.75K -20 -1%
PFS
705
Prospera Financial Services
Texas
$467K -$106K -370 -20%
BC
706
Brinker Capital
Pennsylvania
$467K +$438K +1,525 New
WAM
707
Wealthspire Advisors (Maryland)
Maryland
$464K +$435K +1,515 New
PIM
708
Profit Investment Management
Maryland
$461K -$2.58M -8,980 -86%
MMG
709
Monetary Management Group
Missouri
$460K -$41.7K -145 -9%
TMC
710
Trellus Management Company
Florida
$460K +$431K +1,500 New
ARMT
711
Amica Retiree Medical Trust
Rhode Island
$457K
CI
712
Cowen Inc
New York
$455K +$427K +1,485 New
PAM
713
PartnerRe Asset Management
Connecticut
$451K -$800K -2,784 -65%
CG
714
Colony Group
Massachusetts
$449K +$328K +1,143 +355%
F
715
Filament
Washington
$447K +$420K +1,460 New
AMM
716
American Money Management
California
$444K -$87.6K -305 -17%
GC
717
Grimes & Company
Massachusetts
$443K -$10.9K -38 -3%
PAIA
718
Park Avenue Institutional Advisers
New York
$442K -$34.8K -121 -8%
CTI
719
Community Trust & Investment
Kentucky
$437K
FCBT
720
First Citizens Bank & Trust
North Carolina
$431K +$143K +498 +55%
RCM
721
Rotella Capital Management
Washington
$429K +$402K +1,400 New
BWP
722
Baldwin Wealth Partners
Massachusetts
$425K +$16.7K +58 +4%
GWM
723
Gupta Wealth Management
California
$421K -$54.3K -189 -12%
PWLP
724
Prio Wealth Limited Partnership
Massachusetts
$415K
GIA
725
Gargoyle Investment Advisor
New Jersey
$415K +$389K +1,354 New