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Name Holding Trade Value Shares
Change
Change in
Stake
BSB
851
Bangor Savings Bank
Maine
$116K -$69.6K -2,848 -37%
SWM
852
Spire Wealth Management
Virginia
$116K +$391 +16 +0.3%
IFS
853
Intelligent Financial Strategies
Minnesota
$116K -$16.6K -680 -12%
CTA
854
Colonial Trust Advisors
South Carolina
$112K -$98 -4 -0.1%
NF
855
Norwood Financial
Pennsylvania
$112K
BTI
856
Blue Trust Inc
Georgia
$104K +$26.1K +1,068 +31%
C
857
Covestor
United Kingdom
$102K -$6.16K -252 -6%
BWM
858
Baystate Wealth Management
Massachusetts
$97K +$293 +12 +0.3%
JWM
859
Janiczek Wealth Management
Colorado
$96K +$3.28K +134 +4%
AF
860
Advisornet Financial
Minnesota
$95.8K +$3.81K +156 +4%
CT
861
Cambridge Trust
Massachusetts
$95K -$14.2K -580 -13%
TF
862
Tompkins Financial
New York
$95K
MSCM
863
McElhenny Sheffield Capital Management
Texas
$94.6K -$940K -38,438 -91%
CBT
864
Central Bank & Trust
Kentucky
$94.1K
CFB
865
Cullen/Frost Bankers
Texas
$91.5K -$3.23K -132 -3%
DCM
866
Dupont Capital Management
Delaware
$85.4K -$8.51K -348 -9%
AA
867
Alta Advisers
United Kingdom
$85K
RMC
868
Resources Management Corp
Connecticut
$85K
AFS
869
Annapolis Financial Services
Maryland
$82.8K -$7.24K -296 -8%
WT
870
Washington Trust
Rhode Island
$82.3K -$7.14K -292 -8%
FMTCOCP
871
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K
CWP
872
Concord Wealth Partners
Virginia
$78.7K +$81.4K +3,328 New
AF
873
Allworth Financial
California
$77.2K +$9.19K +376 +13%
Jones Financial Companies
874
Jones Financial Companies
Missouri
$75K +$3.18K +130 +4%
Loomis, Sayles & Company
875
Loomis, Sayles & Company
Massachusetts
$70K -$52.4K -2,144 -42%