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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
701
Barton Investment Management
Pennsylvania
$623K – – –
BSW
702
Buckingham Strategic Wealth
Missouri
$622K +$51.4K +262 +10%
RPC
703
Rossmore Private Capital
Connecticut
$604K -$8.83K -45 -2%
SWA
704
Sutton Wealth Advisors
Florida
$604K +$3.14K +16 +0.6%
ST
705
Somerset Trust
Pennsylvania
$603K -$7.45K -38 -1%
BI
706
Blooom Inc
Kansas
$599K +$576K +2,937 New
MRCM
707
M&R Capital Management
New Jersey
$598K -$63.9K -326 -10%
RG
708
Rikoon Group
New Mexico
$598K – – –
DC
709
Davenport & Co
Virginia
$594K +$14.7K +75 +3%
MCM
710
Maryland Capital Management
Maryland
$593K -$67.3K -343 -11%
TCM
711
Tradewinds Capital Management
Washington
$587K – – –
S
712
SignatureFD
Georgia
$584K -$6.87K -35 -1%
DBG
713
De Burlo Group
Massachusetts
$583K +$16.5K +84 +3%
PGA
714
Portland Global Advisors
Maine
$575K -$50.2K -256 -8%
BWM
715
BerganKDV Wealth Management
Minnesota
$574K +$7.06K +36 +1%
HW
716
Hancock Whitney
Mississippi
$570K -$85.1K -434 -14%
HEIP
717
Hudson Edge Investment Partners
New Jersey
$564K -$534K -2,723 -50%
VVP
718
Venture Visionary Partners
Ohio
$551K +$99K +505 +24%
PL
719
Plancorp LLC
Missouri
$551K +$108K +550 +26%
SBSB
720
Sullivan, Bruyette, Speros & Blaney
Virginia
$549K -$20.8K -106 -4%
CFA
721
Capstone Financial Advisors
Illinois
$547K -$12K -61 -2%
AWM
722
Altium Wealth Management
New York
$546K +$8.83K +45 +2%
PC
723
Prairiewood Capital
North Dakota
$546K +$514K +2,622 New
PG
724
Pendal Group
Australia
$543K -$380K -1,936 -43%
RBFC
725
Roman Butler Fullerton & Co
Missouri
$540K -$999K -5,094 -66%