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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
951
Baystate Wealth Management
Massachusetts
$22K
TF
952
Tompkins Financial
New York
$20K +$7.38K +95 +59%
OFW
953
Omnia Family Wealth
Florida
$20K +$15.3K +197 +340%
EARNEST Partners
954
EARNEST Partners
Georgia
$20K +$19.4K +250 New
SAM
955
Shamrock Asset Management
Texas
$19K
LFA
956
Legacy Financial Advisors
Kentucky
$19K +$19.6K +252 New
BBHC
957
Brown Brothers Harriman & Co
New York
$18K -$82.3K -1,059 -82%
LJHT
958
Laurie J. Hall Trustee
$18K
AWM
959
Aevitas Wealth Management
Massachusetts
$18K +$17.8K +229 New
GBBWRPM
960
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K -$28.1K -361 -64%
FFG
961
Ford Financial Group
California
$17K +$16.7K +215 New
HWM
962
Holloway Wealth Management
Florida
$16K
JCM
963
Jacobi Capital Management
Pennsylvania
$16K
PSC
964
Prentiss Smith & Co
Vermont
$16K
WWM
965
Willingdon Wealth Management
North Carolina
$16K +$15.5K +200 New
IWM
966
IHT Wealth Management
Illinois
$14K -$8.71K -112 -39%
PFSC
967
Peoples Financial Services Corp
Pennsylvania
$14K
TCM
968
Tradewinds Capital Management
Washington
$13K
HFP
969
Holistic Financial Partners
Indiana
$13K +$13.2K +170 New
NCM
970
New Capital Management
Texas
$12K +$78 +1 +0.7%
FMII
971
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.55K +20 +14%
AWM
972
Avondale Wealth Management
Texas
$12K +$11.7K +150 New
BWP
973
Baldwin Wealth Partners
Massachusetts
$11K
MFW
974
Mosaic Family Wealth
Missouri
$11K
WAM
975
Watermark Asset Management
California
$11K