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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
901
Mid Atlantic Financial Management
Pennsylvania
$730K +$797K +11,712 New
BAS
902
Brown Advisory Securities
Maryland
$729K +$136 +2 +0%
MCM
903
Manchester Capital Management
Vermont
$719K
BOTW
904
Bank of the West
California
$715K -$51K -750 -6%
SRAM
905
Stone Ridge Asset Management
New York
$713K +$778K +11,441 New
Lido Advisors
906
Lido Advisors
California
$712K +$8.78K +129 +1%
FTC
907
Farmers Trust Company
Ohio
$708K +$1.7K +25 +0.2%
MCM
908
Murphy Capital Management
New Jersey
$704K -$13.6K -200 -2%
RIM
909
Rampart Investment Management
Connecticut
$702K -$697K -10,237 -48%
FDS
910
Freedom Day Solutions
Texas
$700K +$3.47K +51 +0.5%
BMM
911
Buffington Mohr McNeal
Idaho
$700K +$4.76K +70 +0.6%
KCMRT
912
Kemper Corp Master Retirement Trust
Illinois
$698K
MWM
913
Mission Wealth Management
California
$696K -$8.03K -118 -1%
KFS
914
Kurt F. Somerville
$695K
IA
915
IndexIQ Advisors
New York
$694K -$111K -1,637 -13%
EWM
916
Edge Wealth Management
New York
$693K
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$687K +$12.8K +188 +2%
WT
918
Whittier Trust
California
$682K -$68K -1,000 -8%
GT
919
Greenleaf Trust
Michigan
$682K -$41K -602 -5%
APA
920
American Portfolios Advisors
New York
$681K +$61K +896 +9%
CAM
921
Cypress Asset Management
Texas
$676K -$116K -1,702 -14%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$675K -$9.32K -137 -1%
AB
923
AT Bancorp
Iowa
$675K +$6.8K +100 +0.9%
AWA
924
Arete Wealth Advisors
Illinois
$675K +$10.8K +158 +1%
HR
925
Hayden Royal
North Carolina
$674K +$735K +10,807 New