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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
851
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K – – –
MAM
852
Meeder Asset Management
Ohio
$101K -$227K -1,230 -69%
MPWT
853
MassMutual Private Wealth & Trust
Connecticut
$97K -$5.17K -28 -5%
CYG
854
Clean Yield Group
Vermont
$94K +$92.3K +500 New
CSB
855
City State Bank
Iowa
$93K – – –
WTC
856
WhitTier Trust Company
Nevada
$90.5K -$25.9K -140 -22%
AA
857
Alta Advisers
United Kingdom
$90K – – –
AF
858
Advisornet Financial
Minnesota
$90K +$369 +2 +0.4%
IA
859
IFP Advisors
Florida
$85K -$81.3K -440 -48%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$81.3K +$3.51K +19 +4%
CT
861
Colonial Trust
South Carolina
$78.4K – – –
BWP
862
Baldwin Wealth Partners
Massachusetts
$78.1K – – –
TC
863
Truvestments Capital
Florida
$72.9K +$185 +1 +0.2%
CSPIA
864
Cary Street Partners Investment Advisory
Virginia
$68.6K +$2.96K +16 +4%
PO
865
Private Ocean
California
$67.5K – – –
EWM
866
Evermay Wealth Management
Virginia
$63K – – –
MCM
867
MV Capital Management
Maryland
$59.6K +$1.85K +10 +3%
LC
868
Lindbrook Capital
California
$59K +$369 +2 +0.6%
RTC
869
Riverview Trust Company
Washington
$58.9K – – –
APW
870
Acima Private Wealth
Virginia
$57K – – –
NIC
871
Northwest Investment Counselors
Oregon
$55.8K – – –
CTA
872
Colonial Trust Advisors
South Carolina
$54.9K – – –
TCOV
873
Trust Company of Vermont
Vermont
$54K – – –
QC
874
Quent Capital
New York
$53.7K +$2.59K +14 +5%
FAM
875
Fred Alger Management
New York
$50K – – –