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Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
651
MB Financial Bank - Trust Department
Illinois
$87K
SWA
652
Sutton Wealth Advisors
Florida
$86.7K
MRCM
653
M&R Capital Management
New Jersey
$83K
WC
654
Whitnell & Co
Illinois
$82K -$83.5K -2,121 -51%
FC
655
Ferris Capital
Massachusetts
$68K +$67.1K +1,705 New
WOC
656
West Oak Capital
California
$67K -$28.7K -730 -30%
PG
657
Patten Group
Tennessee
$66K -$1.89K -48 -3%
MSFP
658
Mark Sheptoff Financial Planning
Connecticut
$65K -$79 -2 -0.1%
GBT
659
Grove Bank & Trust
Florida
$63K +$9.84K +250 +19%
FFC
660
First Financial Corp
Indiana
$60K -$4.76K -121 -8%
VanEck Associates
661
VanEck Associates
New York
$57K -$412K -10,479 -88%
PK
662
Pflug Koory
Nebraska
$57K
PMFA
663
Plante Moran Financial Advisors
Michigan
$56K +$1.69K +43 +3%
AW
664
Alpha Windward
Massachusetts
$55K -$54K -1,372 -50%
RWA
665
Ropes Wealth Advisors
Massachusetts
$55K +$6.45K +164 +14%
FMTCOCP
666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54.4K
OIA
667
OneDigital Investment Advisors
Kansas
$54K +$54K +1,372 New
WTB
668
Washington Trust Bank
Washington
$53K -$2.91K -74 -5%
NCM
669
Nelson Capital Management
California
$48K
SIAS
670
Shine Investment Advisory Services
Colorado
$47K +$46.4K +1,178 New
ST
671
Smithfield Trust
Pennsylvania
$45K
CFG
672
Citizens Financial Group
Rhode Island
$45K +$1.22K +31 +3%
GLI
673
Guardian Life Insurance
New York
$43K -$30.3K -769 -42%
M
674
MOTCO
Texas
$43K
ClearBridge Investments
675
ClearBridge Investments
New York
$40K -$568K -14,429 -94%