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Name Holding Trade Value Shares
Change
Change in
Stake
CRM
1051
Cramer Rosenthal McGlynn
Connecticut
$230K – – –
RWA
1052
Ropes Wealth Advisors
Massachusetts
$229K +$212K +996 New
PSB
1053
Piscataqua Savings Bank
New Hampshire
$227K – – –
AIM
1054
Aigen Investment Management
New York
$227K +$238K +1,120 New
AW
1055
ACG Wealth
Georgia
$225K +$208K +979 New
TSWM
1056
Triangle Securities Wealth Management
North Carolina
$225K +$208K +980 New
TLCM
1057
Twin Lakes Capital Management
California
$224K +$425 +2 +0.2%
NB
1058
NBT Bank
New York
$224K +$207K +973 New
MW
1059
Marcum Wealth
Ohio
$223K +$206K +970 New
LSA
1060
L & S Advisors
California
$223K +$207K +973 New
BG
1061
Bollard Group
Massachusetts
$222K +$850 +4 +0.4%
CT
1062
Cambridge Trust
Massachusetts
$221K +$205K +963 New
PCA
1063
Personal Capital Advisors
California
$221K +$206K +969 New
IFS
1064
Ifrah Financial Services
Arkansas
$220K +$203K +957 New
SAS
1065
Sanford Advisory Services
Michigan
$220K +$203K +957 New
SIAP
1066
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K – – –
FANJ
1067
Financial Architects (New Jersey)
New Jersey
$219K +$202K +952 New
PSP
1068
Principal Street Partners
Tennessee
$218K +$201K +948 New
CC
1069
Cypress Capital
Tennessee
$218K +$202K +950 New
KFP
1070
KB Financial Partners
New Jersey
$217K -$20K -94 -9%
BOPW
1071
Brandywine Oak Private Wealth
Pennsylvania
$217K +$201K +947 New
WI
1072
WrapManager Inc
California
$216K -$76.9K -362 -28%
SFA
1073
Sequoia Financial Advisors
Ohio
$216K +$200K +940 New
CFG
1074
Cooper Financial Group
California
$216K +$200K +941 New
WT
1075
Washington Trust
Rhode Island
$214K -$20K -94 -9%