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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
901
Baystate Wealth Management
Massachusetts
$108K +$533 +4 +0.5%
EWM
902
Evermay Wealth Management
Virginia
$107K +$400 +3 +0.4%
RP
903
Rowlandmiller & Partners
Georgia
$102K +$95.5K +716 New
PS
904
Principal Securities
Iowa
$101K +$94.7K +710 New
HWA
905
HHM Wealth Advisors
Tennessee
$101K +$40K +300 +73%
VNIM
906
Vaughan Nelson Investment Management
Texas
$100K – – –
GCM
907
Gables Capital Management
Florida
$99.8K – – –
GTAM
908
Global Trust Asset Management
Florida
$99.4K – – –
CHA
909
Carmichael Hill & Associates
Maryland
$99.3K -$31.2K -234 -25%
GAMC
910
Garner Asset Management Corp
Texas
$97.1K +$84K +630 New
BEI
911
Benjamin Edwards Inc
Missouri
$97K +$267 +2 +0.3%
ATC
912
Adirondack Trust Company
New York
$95.8K – – –
SIS
913
Sound Income Strategies
Florida
$95.7K +$88.9K +667 +16,675%
SIM
914
Sentry Investment Management
Wisconsin
$93K -$9.33K -70 -10%
WT
915
Washington Trust
Rhode Island
$92.7K -$2.27K -17 -3%
BTI
916
Blue Trust Inc
Georgia
$91K +$10.3K +77 +12%
BIA
917
Bell Investment Advisors
California
$89.3K -$2.27K -17 -3%
GAM
918
Groupama Asset Management
France
$87.6K +$81.9K +614 New
AAP
919
Arax Advisory Partners
Colorado
$87K -$23.1K -173 -22%
HFM
920
Harvest Fund Management
China
$87K +$79.5K +596 +4,257%
MTIC
921
Missouri Trust & Investment Company
Missouri
$85.6K – – –
AF
922
Arrow Financial
New York
$85.1K – – –
EWA
923
EverSource Wealth Advisors
Alabama
$84K -$17.3K -130 -18%
PCM
924
Penserra Capital Management
California
$81K -$16K -120 -17%
RIL
925
Rothschild Investment LLC
Illinois
$78.6K +$73.5K +551 New