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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$604K +$3.14K +16 +0.6%
ST
702
Somerset Trust
Pennsylvania
$603K -$7.45K -38 -1%
BI
703
Blooom Inc
Kansas
$599K +$576K +2,937 New
MRCM
704
M&R Capital Management
New Jersey
$598K -$63.9K -326 -10%
RG
705
Rikoon Group
New Mexico
$598K
DC
706
Davenport & Co
Virginia
$594K +$14.7K +75 +3%
MCM
707
Maryland Capital Management
Maryland
$593K -$67.3K -343 -11%
TCM
708
Tradewinds Capital Management
Washington
$587K
S
709
SignatureFD
Georgia
$584K -$6.87K -35 -1%
DBG
710
De Burlo Group
Massachusetts
$583K +$16.5K +84 +3%
PGA
711
Portland Global Advisors
Maine
$575K -$50.2K -256 -8%
BWM
712
BerganKDV Wealth Management
Minnesota
$574K +$7.06K +36 +1%
HW
713
Hancock Whitney
Mississippi
$570K -$85.1K -434 -14%
HEIP
714
Hudson Edge Investment Partners
New Jersey
$564K -$534K -2,723 -50%
VVP
715
Venture Visionary Partners
Ohio
$551K +$99K +505 +24%
PL
716
Plancorp LLC
Missouri
$551K +$108K +550 +26%
SBSB
717
Sullivan, Bruyette, Speros & Blaney
Virginia
$549K -$20.8K -106 -4%
CFA
718
Capstone Financial Advisors
Illinois
$547K -$12K -61 -2%
AWM
719
Altium Wealth Management
New York
$546K +$8.83K +45 +2%
PC
720
Prairiewood Capital
North Dakota
$546K +$514K +2,622 New
PG
721
Pendal Group
Australia
$543K -$380K -1,936 -43%
RBFC
722
Roman Butler Fullerton & Co
Missouri
$540K -$999K -5,094 -66%
EWM
723
Evercore Wealth Management
New York
$540K +$12.9K +66 +3%
RGC
724
Roberts, Glore & Co
Illinois
$539K -$67.5K -344 -12%
ASN
725
Advisory Services Network
Georgia
$534K -$270K -1,378 -35%