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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
901
Rampart Investment Management
Connecticut
$162K +$167K +592 New
ADL
902
Asset Dedication LLC
California
$149K -$1.98K -7 -1%
HDIM
903
Hanson & Doremus Investment Management
Vermont
$144K – – –
BL
904
Balentine LLC
Georgia
$138K -$5.66K -20 -4%
RP
905
Rowlandmiller & Partners
Georgia
$138K – – –
BWP
906
Baldwin Wealth Partners
Massachusetts
$137K – – –
PG
907
Patten Group
Tennessee
$136K – – –
CFA
908
Carroll Financial Associates
North Carolina
$133K – – –
FWM
909
Focused Wealth Management
New York
$130K – – –
WA
910
Winfield Associates
Ohio
$128K +$18.9K +67 +17%
AIM
911
Acrospire Investment Management
Illinois
$109K -$141K -500 -56%
PCTC
912
Perkins Coie Trust Company
Washington
$109K – – –
TSW
913
Thompson Siegel & Walmsley
Virginia
$108K -$3.39K -12 -3%
FPFS
914
First Personal Financial Services
North Carolina
$107K -$45.2K -160 -29%
HFM
915
Harvest Fund Management
China
$106K – – –
CAL
916
Capital Analysts LLC
Pennsylvania
$106K -$10.2K -36 -9%
CAG
917
Crestwood Advisors Group
Massachusetts
$105K +$109K +386 New
PFO
918
Pathstone Family Office
New Jersey
$102K +$105K +372 New
QCG
919
Quadrant Capital Group
Ohio
$101K -$9.61K -34 -8%
KF
920
Krilogy Financial
Missouri
$99K – – –
PSC
921
Prentiss Smith & Co
Vermont
$92K – – –
AssetMark Inc
922
AssetMark Inc
California
$89K +$2.83K +10 +3%
AOWM
923
Alpha Omega Wealth Management
Virginia
$89K +$5.66K +20 +7%
MIFH
924
Migdal Insurance & Financial Holdings
Israel
$88K +$76.1K +269 +456%
PMFA
925
Plante Moran Financial Advisors
Michigan
$86K -$54.3K -192 -38%