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Name Holding Trade Value Shares
Change
Change in
Stake
HA
851
Homestead Advisers
Virginia
$120K +$4.45K +182 +4%
BSB
852
Bangor Savings Bank
Maine
$116K -$69.6K -2,848 -37%
SWM
853
Spire Wealth Management
Virginia
$116K +$391 +16 +0.3%
IFS
854
Intelligent Financial Strategies
Minnesota
$116K -$16.6K -680 -12%
CTA
855
Colonial Trust Advisors
South Carolina
$112K -$98 -4 -0.1%
NF
856
Norwood Financial
Pennsylvania
$112K – – –
BTI
857
Blue Trust Inc
Georgia
$104K +$26.1K +1,068 +31%
C
858
Covestor
United Kingdom
$102K -$6.16K -252 -6%
BWM
859
Baystate Wealth Management
Massachusetts
$97K +$293 +12 +0.3%
JWM
860
Janiczek Wealth Management
Colorado
$96K +$3.28K +134 +4%
AF
861
Advisornet Financial
Minnesota
$95.8K +$3.81K +156 +4%
CT
862
Cambridge Trust
Massachusetts
$95K -$14.2K -580 -13%
TF
863
Tompkins Financial
New York
$95K – – –
MSCM
864
McElhenny Sheffield Capital Management
Texas
$94.6K -$940K -38,438 -91%
CBT
865
Central Bank & Trust
Kentucky
$94.1K – – –
CFB
866
Cullen/Frost Bankers
Texas
$91.5K -$3.23K -132 -3%
DCM
867
Dupont Capital Management
Delaware
$85.4K -$8.51K -348 -9%
AA
868
Alta Advisers
United Kingdom
$85K – – –
RMC
869
Resources Management Corp
Connecticut
$85K – – –
AFS
870
Annapolis Financial Services
Maryland
$82.8K -$7.24K -296 -8%
WT
871
Washington Trust
Rhode Island
$82.3K -$7.14K -292 -8%
FMTCOCP
872
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K – – –
CWP
873
Concord Wealth Partners
Virginia
$78.7K +$81.4K +3,328 New
AF
874
Allworth Financial
California
$77.2K +$9.19K +376 +13%
Jones Financial Companies
875
Jones Financial Companies
Missouri
$75K +$3.18K +130 +4%