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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
551
Security National Trust
West Virginia
$145K -$5.26K -50 -3%
WTB
552
Washington Trust Bank
Washington
$141K
BWA
553
Burt Wealth Advisors
Maryland
$135K
ST
554
Smithfield Trust
Pennsylvania
$131K -$7.89K -75 -6%
EDRH
555
Edmond de Rothschild Holding
Switzerland
$121K
MWM
556
Mascoma Wealth Management
New Hampshire
$119K +$121K +1,148 New
TCM
557
Tradewinds Capital Management
Washington
$113K -$31.6K -300 -22%
FMII
558
Farmers & Merchants Investments Inc
Nebraska
$112K +$90.7K +862 +405%
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$101K -$8.42K -80 -8%
LJHT
560
Laurie J. Hall Trustee
$101K +$100K +950 New
PRS
561
Pinkerton Retirement Specialists
Idaho
$99K -$105 -1 -0.1%
IIC
562
Integrated Investment Consultants
Michigan
$99K +$39.5K +375 +65%
MFW
563
Mosaic Family Wealth
Missouri
$96K
WIM
564
Westside Investment Management
California
$94.6K +$93.1K +885 New
SEC
565
Seven Eight Capital
New York
$94K +$94.7K +900 New
WPA
566
West Paces Advisors
Georgia
$88.9K +$90K +855 New
CFG
567
Citizens Financial Group
Rhode Island
$87K -$2.1K -20 -2%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$86K +$52.7K +501 +154%
KT
569
Kanaly Trust
Texas
$85K -$3.58K -34 -4%
FFC
570
First Financial Corp
Indiana
$83K
UBS AM
571
UBS AM
Illinois
$81K +$82.2K +781 New
BRC
572
Bell Rock Capital
Delaware
$76K +$76.1K +723 New
BG
573
Bollard Group
Massachusetts
$73K +$1.26K +12 +2%
FNBT
574
FineMark National Bank & Trust
Florida
$73K +$13.8K +131 +23%
JCM
575
Jacobi Capital Management
Pennsylvania
$70K -$92.8K -882 -57%