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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
776
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$714K
BAM
777
Blueshift Asset Management
New Jersey
$710K -$3.59M -13,937 -84%
WA
778
Wealth Alliance
New York
$706K -$14.2K -55 -2%
BP
779
Ballentine Partners
Massachusetts
$704K +$21.1K +82 +3%
PL
780
Plancorp LLC
Missouri
$701K +$10.3K +40 +2%
BFM
781
Boston Financial Management
Massachusetts
$696K -$21.9K -85 -3%
PFGIA
782
Patriot Financial Group Insurance Agency
Massachusetts
$695K +$34.5K +134 +5%
CRWM
783
Castle Rock Wealth Management
California
$693K -$15.7K -61 -2%
AWM
784
Adams Wealth Management
Utah
$690K +$92.5K +359 +16%
ST
785
Somerset Trust
Pennsylvania
$689K +$258 +1 +0%
Kovitz Investment Group Partners
786
Kovitz Investment Group Partners
Illinois
$687K -$201K -779 -23%
BBA
787
BLB&B Advisors
Pennsylvania
$686K -$2.58K -10 -0.4%
ISWM
788
Independent Solutions Wealth Management
New York
$684K +$669K +2,596 New
VWA
789
Visionary Wealth Advisors
Illinois
$674K +$10.6K +41 +2%
VCA
790
Verdence Capital Advisors
Maryland
$670K -$39.2K -152 -6%
BCM
791
Bluefin Capital Management
New York
$668K +$644K +2,500 New
SRAM
792
Spouting Rock Asset Management
Pennsylvania
$668K +$653K +2,534 New
CT
793
Chicago Trust
Illinois
$666K +$47.9K +186 +8%
MRCM
794
M&R Capital Management
New Jersey
$665K -$70.6K -274 -10%
BMC
795
Beaton Management Company
Massachusetts
$660K
WA
796
Wambolt & Associates
Colorado
$660K
DC
797
Diametric Capital
Massachusetts
$658K +$644K +2,498 New
DAS
798
Dynamic Advisor Solutions
Arizona
$653K +$16.7K +65 +3%
HTC
799
Haverford Trust Company
Pennsylvania
$649K -$7.21K -28 -1%
SSG
800
Summit Securities Group
New York
$649K +$162K +629 +34%