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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
726
Monetary Management Group
Missouri
$585K -$21.7K -100 -3%
DCM
727
Dupont Capital Management
Delaware
$583K -$4.75M -21,830 -88%
DSC
728
Duncker Streett & Co
Missouri
$583K -$16.3K -75 -3%
RPC
729
Rossmore Private Capital
Connecticut
$582K +$7.83K +36 +1%
SWA
730
Sutton Wealth Advisors
Florida
$581K +$435 +2 +0.1%
PCMI
731
Paradigm Capital Management Inc
New York
$580K – – –
IC
732
IEQ Capital
California
$580K +$105K +485 +20%
PGAM
733
Princeton Global Asset Management
New Jersey
$580K +$610K +2,805 +3,049%
OPS
734
Orion Portfolio Solutions
Nebraska
$579K +$156K +718 +33%
PRC
735
Pearl River Capital
Michigan
$578K -$2.55M -11,707 -80%
BAS
736
Brown Advisory Securities
Maryland
$576K -$25.9K -119 -4%
BWM
737
BerganKDV Wealth Management
Minnesota
$567K -$9.79K -45 -2%
TCM
738
Tradewinds Capital Management
Washington
$567K +$27.4K +126 +5%
ST
739
Somerset Trust
Pennsylvania
$562K -$23K -106 -4%
BJL
740
Brighton Jones LLC
Washington
$553K -$22K -101 -4%
DBG
741
De Burlo Group
Massachusetts
$552K -$8.7K -40 -1%
BS
742
Banco Santander
Spain
$546K +$594K +2,730 New
LWCFA
743
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$542K -$120K -553 -17%
SC
744
Savant Capital
Illinois
$542K +$12.4K +57 +2%
VVP
745
Venture Visionary Partners
Ohio
$535K +$39.8K +183 +7%
EWA
746
EP Wealth Advisors
California
$534K -$35.9K -165 -6%
TA
747
Tiedemann Advisors
New York
$532K -$91.8K -422 -14%
PL
748
Plancorp LLC
Missouri
$532K +$3.48K +16 +0.6%
BIM
749
Barton Investment Management
Pennsylvania
$528K – – –
MAM
750
Meeder Asset Management
Ohio
$518K -$28.7K -132 -5%