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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$565K -$20K -70 -3%
WA
902
Waverly Advisors
Alabama
$565K +$12.5K +44 +2%
FB
903
First Bancorp
Maine
$564K -$9.7K -34 -2%
HCM
904
Hengehold Capital Management
Ohio
$561K
IIC
905
Ironwood Investment Counsel
Arizona
$553K +$1.71K +6 +0.3%
LFAS
906
Level Four Advisory Services
Texas
$552K -$7.42K -26 -1%
RT
907
Rockland Trust
Massachusetts
$552K
CCP
908
Clough Capital Partners
Massachusetts
$544K
IFU
909
iSAM Funds (UK)
United Kingdom
$543K +$541K +1,898 New
CIP
910
Convergence Investment Partners
Florida
$538K -$6.84K -24 -1%
MWM
911
Modera Wealth Management
New Jersey
$534K +$64.7K +227 +14%
RWP
912
RWA Wealth Partners
Massachusetts
$533K +$532K +1,865 New
HWP
913
Highline Wealth Partners
California
$533K
WCBA
914
Weaver C. Barksdale & Associates
Tennessee
$532K +$303K +1,062 +133%
Fiera Capital (Canada)
915
Fiera Capital (Canada)
Quebec, Canada
$532K +$14.3K +50 +3%
CAM
916
Campion Asset Management
Virginia
$531K
WorldQuant Millennium Advisors
917
WorldQuant Millennium Advisors
New York
$529K +$528K +1,850 New
CFG
918
Cooper Financial Group
California
$528K +$31.7K +111 +6%
APG
919
Abacus Planning Group
South Carolina
$528K +$2.28K +8 +0.4%
JWCA
920
J.W. Cole Advisors
Florida
$528K -$1.43K -5 -0.3%
GITFIT
921
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$524K +$160K +560 +47%
SHFA
922
SS&H Financial Advisors
Michigan
$524K +$522K +1,832 New
PFC
923
Phocas Financial Corp
California
$521K -$48.5K -170 -9%
AG
924
AIA Group
Hong Kong
$521K +$520K +1,822 New
BPCA
925
Bank Pictet & Cie (Asia)
Singapore
$520K +$519K +1,819 New