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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
626
Ropes Wealth Advisors
Massachusetts
$368K +$95.7K +715 +36%
SFSIG
627
San Francisco Sentry Investment Group
California
$364K +$11.4K +85 +3%
GCC
628
Guardian Capital (Canada)
Ontario, Canada
$363K +$30.1K +225 +9%
RA
629
RFG Advisory
Alabama
$359K – – –
EWM
630
Evercore Wealth Management
New York
$348K -$13.8K -103 -4%
PCM
631
Princeton Capital Management
New Jersey
$347K – – –
VFA
632
Voya Financial Advisors
Connecticut
$346K -$15.1K -113 -4%
GIA
633
Guyasuta Investment Advisors
Pennsylvania
$346K +$30.1K +225 +10%
TIA
634
Tiemann Investment Advisors
California
$345K -$6.29K -47 -2%
IP
635
Intellectus Partners
California
$344K +$337K +2,518 New
WI
636
Wintrust Investments
Illinois
$343K +$26.8K +200 +9%
Jennison Associates
637
Jennison Associates
New York
$343K +$336K +2,510 New
RHBC
638
R.H. Bluestein & Co
Michigan
$342K -$997K -7,450 -75%
CCM
639
Cullen Capital Management
New York
$342K +$335K +2,500 New
IIM
640
Intact Investment Management
Quebec, Canada
$342K +$335K +2,500 New
ST
641
Spinnaker Trust
Maine
$338K – – –
FFWA
642
FRG Family Wealth Advisors
Washington
$335K – – –
BF
643
BOK Financial
Oklahoma
$334K -$22.5K -168 -6%
PMG
644
ProVise Management Group
Florida
$332K +$26.8K +200 +9%
SNT
645
Security National Trust
West Virginia
$331K – – –
BW
646
Bison Wealth
Georgia
$330K +$18.6K +139 +6%
AIM
647
Alambic Investment Management
California
$328K +$321K +2,400 New
EA
648
Edge Advisors
Georgia
$321K +$315K +2,353 New
NQWM
649
Northwest Quadrant Wealth Management
Oregon
$320K +$293K +2,187 New
LNB
650
Ledyard National Bank
$315K -$45.5K -340 -13%