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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
1051
Wright Investors Service
Connecticut
$274K +$4.7K +113 +2%
EDRIA
1052
Edmonds Duncan Registered Investment Advisors
Kansas
$273K
RWA
1053
RGT Wealth Advisors
Texas
$273K +$261K +6,280 New
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$272K -$74.4K -1,791 -22%
BP
1055
Ballentine Partners
Massachusetts
$272K -$13.4K -323 -5%
TTWM
1056
TCV Trust & Wealth Management
Virginia
$272K
EWM
1057
Empirical Wealth Management
Washington
$271K +$45.3K +1,090 +21%
AssetMark Inc
1058
AssetMark Inc
California
$270K -$6.8M -163,694 -96%
SWK
1059
Stephen W. Kidder
$270K -$41.5K -1,000 -14%
RMCM
1060
Reynders McVeigh Capital Management
Massachusetts
$267K -$6.23K -150 -2%
BG
1061
Bahl & Gaynor
Ohio
$267K +$1.45K +35 +0.6%
SMC
1062
Smith, Moore & Co
Missouri
$266K -$56.3K -1,355 -18%
CTA
1063
Colonial Trust Advisors
South Carolina
$266K -$9.35K -225 -4%
LDB
1064
Lee, Danner & Bass
Tennessee
$261K +$6.23K +150 +3%
MHIC
1065
Marble Harbor Investment Counsel
Massachusetts
$261K +$250K +6,014 New
PBO
1066
Peoples Bank (Ohio)
Ohio
$258K -$3.12K -75 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
1067
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$257K -$10.1M -243,526 -98%
MTC
1068
McDaniel Terry & Co
Texas
$257K -$60.3K -1,451 -20%
AWA
1069
ARS Wealth Advisors
Florida
$257K +$125 +3 +0.1%
FNFDCM
1070
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$256K
BHB
1071
Bank Hapoalim BM
Israel
$255K -$30.2K -728 -11%
AUB
1072
Atlantic Union Bankshares
Virginia
$255K
WP
1073
WealthPLAN Partners
Nebraska
$255K -$261K -6,287 -51%
EGA
1074
Eagle Global Advisors
Texas
$254K
ASA
1075
Armstrong Shaw Associates
Connecticut
$254K +$243K +5,850 New