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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
751
Valeo Financial Advisors
Indiana
$95K +$24.7K +1,290 +41%
WT
752
Washington Trust
Rhode Island
$87K -$1.58M -82,534 -95%
WT
753
Whittier Trust
California
$81K -$171K -8,920 -70%
RMC
754
Resources Management Corp
Connecticut
$77K
BWM
755
Baystate Wealth Management
Massachusetts
$76K +$191 +10 +0.3%
PCG
756
Private Capital Group
Connecticut
$75K -$18.7K -976 -22%
FMTCOCP
757
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K
M
758
Mirova
France
$67K
Twin Tree Management
759
Twin Tree Management
Texas
$64K -$2.44M -127,804 -98%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$64K
BL
761
Balentine LLC
Georgia
$64K +$6.42K +336 +13%
CI
762
CX Institutional
Indiana
$62K +$10.2K +532 +23%
TF
763
Tompkins Financial
New York
$57K -$17.5K -914 -26%
TFS
764
TrustCore Financial Services
Tennessee
$57K
SQA
765
Simon Quick Advisors
New Jersey
$57K +$229 +12 +0.5%
RWA
766
Ropes Wealth Advisors
Massachusetts
$57K +$38.5K +2,012 +314%
TCOV
767
Trust Company of Vermont
Vermont
$51K -$5.66K -296 -11%
FCA
768
FinTrust Capital Advisors
South Carolina
$50K -$4.59K -240 -9%
WLPWM
769
Walled Lake Planning & Wealth Management
Illinois
$48K
BCA
770
Berman Capital Advisors
Georgia
$47K -$5.12K -268 -11%
LF
771
Lee Financial
Texas
$43K
SIS
772
Sound Income Strategies
Florida
$41K +$229 +12 +0.6%
SBL
773
Sargent Bickham Lagudis
Colorado
$40K
TPCW
774
TD Private Client Wealth
New York
$39.5K -$3.06K -160 -8%
OC
775
Oakworth Capital
Alabama
$39K