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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
1301
Great Diamond Partners
Maine
$267K +$658 +2 +0.3%
AA
1302
Alesco Advisors
New York
$265K -$658 -2 -0.3%
CFG
1303
CKW Financial Group
Hawaii
$264K
BWM
1304
Baron Wealth Management
Michigan
$264K +$239K +726 New
PSB
1305
Piscataqua Savings Bank
New Hampshire
$263K
AA
1306
Ancora Advisors
Ohio
$262K
BAM
1307
Berkshire Asset Management
Pennsylvania
$262K -$658 -2 -0.3%
HH
1308
Hilltop Holdings
Texas
$261K -$18.8K -57 -7%
WH
1309
Willner & Heller
California
$261K +$988 +3 +0.4%
IA
1310
Insight Advisors
Pennsylvania
$260K
VA
1311
Verdad Advisers
Massachusetts
$260K +$236K +717 New
PTC
1312
Petrus Trust Company
Texas
$259K -$290K -880 -55%
AO
1313
Advisor OS
Illinois
$259K +$235K +713 New
SP
1314
Successful Portfolios
Florida
$259K -$4.94K -15 -2%
CC
1315
Callan Capital
California
$259K +$234K +712 New
DMBA
1316
Deseret Mutual Benefit Administrators
Utah
$258K +$10.9K +33 +5%
GWM
1317
Gray Wealth Management
Maine
$258K
BTW
1318
Boston Trust Walden
Massachusetts
$257K
HL
1319
HeadInvest LLC
Maine
$257K
MKA
1320
M. Kulyk & Associates
Georgia
$254K
WTA
1321
Washington Trust Advisors
Massachusetts
$252K +$165K +501 +261%
BT
1322
Brandywine Trust
Delaware
$252K
FNA
1323
First National Advisers
Nebraska
$251K
FCAS
1324
First Command Advisory Services
Texas
$251K
WE
1325
Wealth Effects
Massachusetts
$250K -$26.3K -80 -10%