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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1401
Evermay Wealth Management
Virginia
$447K -$11.4K -440 -3%
WIL
1402
Winifred I. Li
$444K -$52.5K -2,033 -11%
BIC
1403
Beach Investment Counsel
Pennsylvania
$444K – – –
CPO
1404
Cerity Partners OCIO
New York
$440K -$8.75K -339 -2%
PCA
1405
Peddock Capital Advisors
Massachusetts
$438K +$19.1K +738 +5%
GHAM
1406
Gilman Hill Asset Management
Connecticut
$436K -$35.3K -1,368 -8%
MPWT
1407
MassMutual Private Wealth & Trust
Connecticut
$433K -$1.68M -65,055 -81%
TNB
1408
Thomasville National Bank
Georgia
$433K -$5.82M -225,336 -94%
MG
1409
MDE Group
New Jersey
$430K -$645 -25 -0.2%
BIM
1410
Baldwin Investment Management
Pennsylvania
$423K -$5.16K -200 -1%
MIAN
1411
Mariner Independent Advisor Network
Kansas
$421K +$73.4K +2,841 +23%
MCM
1412
Maryland Capital Management
Maryland
$419K +$37.2K +1,440 +11%
SCM
1413
Schnieders Capital Management
California
$418K -$111K -4,291 -22%
Jones Financial Companies
1414
Jones Financial Companies
Missouri
$416K -$82.9K -3,212 -18%
AT
1415
Acadia Trust
Maine
$415K – – –
HAG
1416
HighPoint Advisor Group
Illinois
$414K +$363K +14,067 New
CFS
1417
Commonwealth Financial Services
West Virginia
$414K +$385K +14,897 New
BCM
1418
Becker Capital Management
Oregon
$410K +$45.1K +1,745 +13%
Squarepoint
1419
Squarepoint
New York
$410K +$381K +14,754 New
BOS
1420
Bingham Osborn & Scarborough
California
$408K -$23.9K -924 -6%
GD
1421
Grandfield & Dodd
New York
$406K -$6.17K -239 -2%
DA
1422
Dillon & Associates
Michigan
$405K – – –
SIM
1423
SSI Investment Management
California
$404K – – –
BC
1424
Banced Corp
Illinois
$403K -$7.75K -300 -2%
LFA
1425
Landmark Financial Advisors
Kentucky
$403K +$367K +14,219 New