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Name Holding Trade Value Shares
Change
Change in
Stake
CRM
626
Cramer Rosenthal McGlynn
Connecticut
$104K
GLI
627
Guardian Life Insurance
New York
$96K -$26.9K -274 -23%
RI
628
Redwood Investments
Massachusetts
$93K
WA
629
WFG Advisors
Texas
$84K
LWM
630
LBA Wealth Management
Florida
$83K
GS
631
GAM Systematic
United Kingdom
$80K +$75.5K +769 New
TF
632
Tompkins Financial
New York
$79K
WAM
633
Wealthspire Advisors (Maryland)
Maryland
$74K +$70.2K +715 New
TIM
634
Tortoise Investment Management
New York
$62K
HDIM
635
Hanson & Doremus Investment Management
Vermont
$61K
WIC
636
Woodmont Investment Counsel
Tennessee
$57K
DBT
637
Dubuque Bank & Trust
Iowa
$56K +$11K +112 +26%
TFA
638
Transamerica Financial Advisors
Florida
$56K +$51.5K +524 +6,550%
BC
639
Bartlett & Co
Ohio
$52K
RFA
640
Reilly Financial Advisors
California
$52K +$44.2K +450 +804%
RWA
641
Ropes Wealth Advisors
Massachusetts
$50K +$47.1K +480 New
RFS
642
Rockefeller Financial Services
New York
$49K
WEC
643
Winslow Evans & Crocker
Massachusetts
$46.7K
JFA
644
JNBA Financial Advisors
Minnesota
$46K
TSW
645
Thompson Siegel & Walmsley
Virginia
$46K
BG
646
Bollard Group
Massachusetts
$45K +$98 +1 +0.2%
S
647
SignatureFD
Georgia
$42K -$2.95K -30 -7%
RFWA
648
RPg Family Wealth Advisory
Massachusetts
$41.5K +$39.3K +400 New
UFA
649
US Financial Advisors
Massachusetts
$41K -$1.57K -16 -4%
BBPWM
650
Blue Bell Private Wealth Management
Pennsylvania
$41K